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Royal Oak Financial Group
Planification de la retraite axée sur le fiduciaire, avec des investissements en actions optimisés sur le plan fiscal.
5(5 avis)
Business
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Planification de la retraite axée sur le fiduciaire, avec des investissements en actions optimisés sur le plan fiscal.
Royal Oak Financial Group à Worthington, dans l'Ohio, offre des conseils financiers basés sur le fiduciaire et des experts-comptables en interne. La firme se concentre sur l'investissement pour la retraite et des portefeuilles axés sur les actions, en évitant les fonds communs de placement et les rentes. Les clients louent Brad, Matt et l'équipe pour des explanations claires, un service réactif et une gestion de portefeuille transparente et orientée vers des objectifs, avec un soutien en planification fiscale. Des bureaux à Worthington et Lancaster.
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Gestion de portefeuille personnalisée axée sur les actions, en évitant les fonds communs de placement et les rentes, pour faire croître votre épargne-retraite.
Des services fiscaux complets comprenant la planification, la préparation et la déclaration afin d'optimiser votre stratégie financière.
Des conseils éthiques de la part de conseillers légalement obligés à agir dans votre meilleur intérêt, garantissant des recommandations transparentes et honnêtes.
Des stratégies pour gérer et maintenir les revenus pendant la retraite, afin que votre argent puisse durer tout au long de votre vie.
Séances d'information dans les bibliothèques locales pour expliquer les stratégies d'investissement et les options de planification de la retraite.
Royal Oak Financial Group in Worthington has been incredible to work with. Matt and his team are knowledgeable, responsive, and truly care about helping clients reach their retirement goals. They take the time to explain every step and build a plan that makes sense. Highly recommend them for anyone looking for honest, fiduciary-based financial advice.
Royal Oak offers complete retirement investment along with CPAs on staff. Brad and Matt are fiduciaries who are legally bound to work in your best interest. Royal Oak only deals with equities - no mutual funds, no annuities. I have been very pleased with the firm for the past 2 years. Brad and Matt have over 25 years of experience in managing retiree portfolios. All the equities are companies you would recognize like Amazon, Coke, Nvidia, Google, AEP to name a few. The firm provided many seminars at local libraries if you want more information on their strategies.
We’ve enjoyed working with Matt, Brad and Jessica for the past 5 years. They are a personable fiduciary that only makes money when we do. We’ve made a substantial amount of money, which has enabled us to take trips and buy a car. At this stage of life, it is comforting to feel that our money will outlast us. We are grateful!
Moved all of my investments over to Royal Oak Financial Group a few years ago. I have been extremely pleased with this decision. They manage my taxes and tax planning. The portfolio management has been excellent and transparent. I highly recommend Royal Oak Financial Group. They have an office in Worthington and Lancaster Ohio. They also adhere to the fiduciary duties rules which I think is important.
Excellent company. They are helping us with our tax planning and filing, that is very important to us. They also manage our investments and help with our income planning. If you're looking for a true fiduciary financial advisor. We highly recommend Royal Oak Financial Group. .
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