Royal Oak Financial Group

Main: (740) 277-7222
Fax: (614) 842-6091
123 South Broad Street, Suite 225, Lancaster, Ohio, 43130

Business hours

Monday 9:00am to 5:00pm
Tuesday 9:00am to 5:00pm
Wednesday 9:00am to 5:00pm
Thursday 9:00am to 5:00pm
Friday 9:00am to 5:00pm
Saturday 9:00am to 5:00pm

About us

Established in 2002, Royal Oak Financial Group has been helping clients manage their financial planning needs in Worthington and Lancaster, Ohio. We provide individuals and small businesses with customized solutions, from full-service retirement planning and investments to accounting and bookkeeping.

As Lancaster's premier financial planners, we empower clients with tools and knowledge to enhance their financial confidence. Armed with resources and understanding, clients can better manage their finances, investments, and overall planning.

A financial advisor who understands your unique needs can help you achieve your goals. Our priority is supporting your bottom line and helping you succeed.

Payment options American Express, Check, Visa, Discover, MasterCard
Year established 2022
Languages English
Tags financial advisor, financial planning, retirement planning, investment management, wealth management, financial planners, lancaster, accounting, bookkeeping, estate planning, social security planning, tax planning, income planning, fiduciary, worthington
Services Retirement Planning, Tax Planning, Estate Planning, Wealth Management, Social Security Planning, Financial Planning, Investment Management

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