They are full service. I appreciate that they have accountants as well as advisors. They have…read moresaved me money and made money for me while treating me like I'm their only client. Excellent firm.

For us, the most important qualities in a financial advisor are trust and honesty. We wanted more…read morethan someone to simply manage our investments -- we were looking for a true partner who would educate us and walk alongside us as we moved into retirement. When my wife and I began searching, we found exactly that in Royal Oak Financial Group. Their team combines deep expertise in investing, tax planning, and Medicare guidance with a genuine commitment to helping clients feel confident. They took us from the stress of second-guessing financial decisions to having a clear, comprehensive plan that gives us real peace of mind. Every meeting feels like sitting down with a family member. We talk openly about our changing needs, listen to their thoughtful guidance, and update our plan together. Over time, the Royal Oak team has become not just trusted advisors, but good friends. If you're approaching retirement or already navigating it, you couldn't ask for a better team to guide you. Royal Oak Financial Group truly delivers both professional expertise and personal care.

Great members, great team, great resources. Mission driven on independent agent success!read more

OIA is a great place to work. Everyone is really passionate about helping our members succeed, and…read morethe independent agent members are great people to be around.

Very good company. Employees are very friendly and helpful. They are quick to respond and good…read moreabout explaining the policies. We have them for home and auto insurance and have never had an issue with them. I highly recommend them.

Won't throw stones or finger point...simply won't recommend. Lack of caring beyond the initial…read moresign-up. No follow-up from agent until things were too late with the service providers. Left to deal with carriers, companies and hospitals myself instead of having "an expert" help. When things escalated and I forced ownership to get involved, he refused to even consider my story or assist with any type of solution...even though there was evidence of neglect and miscommunication. Suffice to say, I am now shackled with huge healthcare debt from their "expert attention" and follow-up. Mark...we'll agree to disagree on my "misrepresentation" -- as I have dozens of emails requesting assistance. I merely hope this helps make you aware of these types of situations and prevent them from happening again.

I always looked on dealing with insurance as painful, but here its comfortable and easy. Dawn and…read moreKaren are always ready to explain the multiple policies and make suggestions about ways to save . And when we did finally have a claim, they made the whole process simple and painless. I not only would recommend PWL, but have already referred several friends here - and they're just as satisfied.

Excellent agency and the people are fantastic to work with. They are very service oriented and are…read morevery helpful. I would recommend this agency to anyone who is looking for insurance. They are professional and do a great job explaining the policy and answering any questions you may have.

VERY slow response time to my trying to open an account. Took 3 weeks to get an appointment and…read morethen 4 weeks after that for another response. First time I was informed my account rep mother had died the second time too many people on vacation. They finally got back with me but by then I figured if they were like this to new customers it would be worse after I opened a brokerage account with Legacy Group

Sense of honesty, taking the time to fully explain options to better prepare us for retirement. In…read moremy estimation, they went above and beyond.

Highly recommended. Great Small Business tax prep and consultation. Nate takes great pride in…read morestaying extremely current on tax law changes along with suggesting tax strategies that will benefit you and your Business.