Solutions

Products and services. Aligned with your priorities.

Banking. Insurance. Investments. There are many financial products and services to consider. I understand how crucial it is to choose those that best address what matters most to you. So, as I work with you, I ask about your needs. Your dreams. Your values. Then I offer solutions that will provide clarity about where you're at and confidence about where you're headed.

College Scholarship Opportunities for Nov 8th - Nov 30th, 2025

The links below list the latest available college scholarship opportunities that may help you reduce the cost of your college education.


The scholarships are only applicable to high school students.


https://bit.ly/3LpCmO1

http://bit.ly/3XltM5j

https://bit.ly/3JpErc8


If you wish to schedule an appointment with Bill Leach, please call 908-840-4527. You can also book an appointment directly using the calendar link below.

Book a meeting with William Leach

What We Offer

Retirement Savings Accounts

Retirement Savings Accounts

We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).

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Life Insurance

Life Insurance

We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.

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Mutual Funds

Mutual Funds

Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.

Annuities

Annuities

These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.

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Financial Guidance

Financial Guidance

We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.

Charitable Giving Solutions

Charitable Giving Solutions

Thankful for all you've been given? We can help you give back.

Traditional and Roth IRAs

Traditional and Roth IRAs

You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.

Investments

Investments

Our options help you balance performance and purpose.

Health Insurance

Health Insurance

We can help you assess your options, including those available through your employer and government programs.

Disability Income Insurance

Disability Income Insurance

Our policies protect a portion of your income in the event of an unexpected illness or injury.

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