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. Maria M. Ochoa, CLU, ChFC is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of NC, SC, GA, and FL.
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. Maria M. Ochoa, CLU, ChFC is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of NC, SC, GA, and FL.
Services
Maria M. Ochoa, CLU, ChFC is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of NC, SC, GA, and FL.
No insurance business may be conducted outside these states referenced.
Maria M. Ochoa, CLU, ChFC is a Registered Representative offering securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency.
In this regard, this communication is strictly intended for individuals residing in the states of NC & SC.
No insurance business may be conducted outside these states referenced.
Maria M. Ochoa, CLU, ChFC is a Registered Representative offering securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency.
In this regard, this communication is strictly intended for individuals residing in the states of NC & SC.
The Nautilus Group is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients.
Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.
Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.
Maria Ochoa Financial and Insurance Services provides individuals and families with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life.
Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there.
Some of our key services are detailed below.
A well-engineered estate conservation plan can help minimize tax liability and ensure that loved ones are protected.
Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there.
Some of our key services are detailed below.
A well-engineered estate conservation plan can help minimize tax liability and ensure that loved ones are protected.
Here at Maria Ochoa Financial and Insurance Services, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle.
Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives.
Some of our key services are detailed below.
The success of most businesses is tied in to the talent, passion, and work ethics of their key executives.
Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable.
Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives.
Some of our key services are detailed below.
The success of most businesses is tied in to the talent, passion, and work ethics of their key executives.
Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable.
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