Best Financial Advisory Firm
in Worthington 2024
Royal Oak Financial Group was formed in 2002 by Matt Jehn, a Certified Financial Planner®. It is a full-service financial firm in Columbus, Ohio offering investment, retirement planning, business accountant services and individual financial and tax planning services.
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Highlights
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In Business Since 2010
Services Offered
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Estate Planning
- Individual Tax Planning
- Investment Management
- Income & Social Security Planning
Sentiment Analysis
Matt and his staff has provided our family great service and an added security to our retirement.
Great financial advice and management
Receive great personal financial planning and other services as well as help with understanding your Medicare and Social Security options.
I am so glad I was referred to the Royal Oak Financial Group in Worthington for help with retirement planning.
We have only been working with them a little less than a year but our financial gain has been more than we ever expected.
Their comprehensive approach and excellent knowledge of financial investments, LTC and life insurance, Medicare plans and taxes has been great for us.
He explained, what I thought was, an innovative way to get the most out of my retirement funds and did so in a straight forward manner.
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