Michael Oana Retirement Planning Specialist

Michael Oana Retirement Planning Specialist is a financial planner in Columbia, SC. The firm provides tailored advice to help corporate managers build and maintain wealth for the future. Their services include customized retirement plans, estate resources, and investment resources. The firm holds a 5.00 rating from 4 reviews.

The practice utilizes a team approach to address the diverse needs of clients navigating the complex financial services world. Led by founder and Certified Retirement Counselor Michael Oana, the team includes professionals such as Ben Yglesias, Marisa Patawaran, and several client concierges. The firm focuses on proactive strategies to help clients achieve specific financial goals and objectives through personalized planning, execution, and follow-up. Additionally, the firm provides a client learning center containing resources on topics such as Social Security and living trusts.

Located on Forest Drive, the office is a short drive from Idalia Park and is near A.C. Flora High School and Timmerman School.

The firm is recognized for its dedication to providing a level of service rarely seen in the financial industry. By focusing on meaningful client experiences and a proactive approach to addressing challenges, the team strives to shift the burden of worry away from those they serve.

Michael Oana Retirement Planning Specialist provides personalized financial strategies for corporate managers in Columbia.