Royal Oak Financial Group

Brad and Matt are great to work with! They both are easy to get in touch with and available to answer any question and assist in all situations. They are both very knowledgeable and never make me feel rushed during an appointment or on a phone conversation. We have only been working with them a little less than a year but our financial gain has been more than we ever expected. We wished we would have been working with them years ago!

My wife and I have really enjoyed working with Matt and Brad and benefitting from the professional and personal services they provide. Their comprehensive approach and excellent knowledge of financial investments, LTC and life insurance, Medicare plans and taxes has been great for us. We especially like having all of these various services coordinated and being able to receive reliable advice in one local business location.

I am so glad I was referred to the Royal Oak Financial Group in Worthington for help with retirement planning. They explained my options and helped me understand how important it is to plan for my financial future. Matt Jehn also helped me create a plan that works specifically for me. I never felt rushed or that I was just another client. Great company to work with!

During my first meeting with Matt Jehn, I found him to be personable and genuine. 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. I'm very happy with Royal Oak Financial and Matt Jehn. I have, without reservation, recommended him to family and friends.

Good company. Receive great personal financial planning and other services as well as help with understanding your Medicare and Social Security options.