Client Concierge Transitions Coordinator at Michael Oana Retirement Planning Specialist - Forest Acres, SC, US
As Retirement Planning Specialists, we love helping our clients plan and implement their retirement dreams whether it is a retirement full of travel, friends, or family. We take great pride in being the financial advisor of choice. We measure daily success in handshakes and hugs and we try to shift the burden of worry away from our clients. Our education, training, hard work, and teamwork allow us to serve others while providing for our own families.