William Leach
CKA®
State(s) Licensed: CT, DC, DE, FL, GA, MD, MI, NC, NJ, NY, PA, SC, TX, VA
Round Valley Executive Center 3 Werner Way, Suite 220
Lebanon, NJ 08833
State(s) Licensed: CT, DC, DE, FL, GA, MD, MI, NC, NJ, NY, PA, SC, TX, VA
Putting YOU in the driver’s seat
You have lifelong dreams, and I would love to be your navigator to guide you on your journey. Helping you thrive and prepare for life’s ups and downs is a passion of mine. Tell me where you’re at today. Driven by your goals and values, I’ll draw on my industry expertise to help map out a path to a more secure financial future.
What moves my heart most:
- Estate and Legacy Planning
- Investment Strategies
- Family Income Protection
- College Planning
While these areas of specialization are close to my heart, I also care about what is close to your heart. Let’s connect and help map out your future together!
The Thrivent difference
Thrivent has one of the strongest capital positions in the industry. However, it’s our mission that makes us unique. At Thrivent, we view money not as a goal, but as a tool – one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they’ve been given.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Lebanon Office
- Phone:
- 908-840-4527