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Royal Oak Financial Group
Get Directions | 740-277-7222 | www.royaloakfinancialgroup.com/Request Driving Directions
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Royal Oak Financial Group
123 S. Broad St., Suite 225
Lancaster, OH 43130
- Phone: 740-277-7222
- Fax: 614-842-6091
Established in 2002, Royal Oak Financial Group has been helping clients manage their financial planning needs in Columbus and Lancaster, Ohio. Royal Oak Financial Group helps individuals and small business clients develop customized and realistic financial solutions that work, whether that means full-service retirement planning and investments or accounting and bookkeeping for your business.
As the premier financial planners in Lancaster, our team is committed to empowering each client with information and tools designed to enhance their knowledge each time we meet. We believe that, when armed with knowledge and resources, individuals can more confidently manage their financial needs and affairs – and understand more about investing and overall financial planning.
Having a financial advisor that understands your financial planning needs can help you achieve your goals. We are not a hard-sell investment firm looking out first for our bottom line. Our priority is the client’s bottom line and helping each client achieve their financial planning goals.
The company is a Next Generation Accounting Firm™, utilizing state-of-the-art industry technology. This helps ensure optimal financial planning service and real-time information to clients securely, accurately, and in a timely manner. Every financial advisor at Royal Oak adheres to customer service standards of integrity, excellence, and respect with dedication, support, and the best financial interest of each client our highest priorities.
Hours of Operation
Categories
Money, Financial services, Financial planning consultants, Financial planners certified, Investment advisory service
Payment Methods
American Express, Check, Visa, Discover, MasterCard
Services
Growing & Preserving Your Invesments, Business Insurance Needs & Benefits, Business Services, Insurance Products, Individual, Tax Planning & Preparation, Individual Tax Return, Estate Planning & Elder Care Law, Payroll, Tax & Bookkeeping Services, Business Tax Services, Financial Services For Retirees
Service Areas
Lancaster, OH;
Tags
Growing & Preserving Your Invesments, Business Insurance Needs & Benefits, Business Services, Insurance Products, Individual, Tax Planning & Preparation, Individual Tax Return, Estate Planning & Elder Care Law, Payroll, Tax & Bookkeeping Services, Business Tax Services, Financial Services For Retirees
Location
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