Broker Check

Clients

Client Centered

We represent Columbia’s corporate managers, either planning for retirement or helping them manage their retirement assets. They are folks from middle class America, and are drawn to Michael Oana Retirement Planning Specialist by our level of trust, professionalism, and our high degree of hands on service.

Clients appreciate that we are a smaller boutique firm with access to a wide range of investments. Many came from larger firms where they felt like they were treated as a number rather than as a client.