Maria M. Ochoa Financial and Insurance Services

Maria M. Ochoa, CLU®, ChFC®

Welcome to our Web Site! 

Please use our site as a resource.  You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.  If you have any questions, maybe we should talk......

 

What Makes Us Different:

My parents, my sister and I fled communist Cuba and landed in this great country as immigrants. Leaving all extended family behind, we arrived with $50 in cash and 3 changes of clothes.  We eventually settled in Charleston, SC where I grew up.   Through the generosity of others, hard work and the Grace of God, we were able to achieve the American Dream.  Humility and gratitude were ingrained in me at a very early age.  These two qualities remain the cornerstones of my life today.

I entered this business because I saw first-hand how difficult it can be to make the right financial decisions.  I work mostly with small business owners and high net worth individuals helping them find the right financial path.  We value having open and honest working relationships and will work with you to determine which path makes sense for you and your family.  We are deeply committed to our clients and consider them our close friends.

 

** Please contact us at 704-371-8570 for a complimentary Financial Review***

We look forward to talking with you soon!

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