- Landline
- (740) 277-7222
- Fax
- (614) 842-6091
- matt@royaloakfinancialgroup.com
- Website
- www.royaloakfinancialgroup.com
Description
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.
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Opening hours
Payment Options
American Express , Visa , Check , Discover , MasterCard
Bios
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Matt Jehn
Business OwnerMatt, CFP is the principal at Royal Oak Financial Group, providing a complete financial solution of professional accounting, insurance, tax and wealth management services to small businesses and individuals in central Ohio. Matt has a Bachelor's Degree in family financial planning from The Ohio State University and holds a Certified Financial Planner (CFP) designation. Years of experience in retirement planning, insurance, taxes and business financial needs has given him a keen understanding of what each client wants. His approach to every client is a personal one, focusing on the individual and unique needs of the person or business. To Matt, listening to what the client has to say and giving solid information on his or her options - and what the numbers behind those options mean - is key to building a good relationship.
Categories
Business Financing(740)277-7222 (740)-277-7222 +17402777222
Map 123 S. Broad St.
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