Maria Ochoa Financial and Insurance Services

 
226 Towill Place
Charlotte, NC 28211
(704) 371-8570
Closed Today
maria@mochoafinancial.com
Maria M. Ochoa, CLU, ChFC handles financial affairs for a select group of families and small businesses. She started her career in the financial service industry in the early 1990's. To keep pace with clients' needs, Maria has access to new products and enhanced product features through her qualifying and lifetime membership in the Million Dollar Roundtable. Membership in the Million Dollar Roundtable is strictly limited to the top 2% of all financial services professionals worldwide. Maria earned her Chartered Life Underwriter (CLU) designation in 2001 and her Chartered Financial Consultant (ChFC) in 2002 from the American College. As a native of Cuba, she is fluent in Spanish since she learned the language growing up.
Mon 9:00 AM to 4:00 PM
Tue 9:00 AM to 4:00 PM
Wed 9:00 AM to 4:00 PM
Thu 9:00 AM to 4:00 PM
Fri 9:00 AM to 4:00 PM
Sat Closed
Sun Closed

Products and Services

Retirement Planning, Tax Planning, Investment Planning, Risk Management, Cash Management

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