Stephanie Leiser - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Charles Leiser is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Roanoke, VA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Thrivent Financial - Blue Ridge Group in Roanoke, VA, offers tailored financial guidance to help individuals achieve their personal goals while supporting meaningful causes. Led by advisor Charles Leiser, the group draws on industry expertise to map out paths for clients seeking a more secure financial future. The firm provides various financial planning services, including investment advisory and planning engagement options, while ensuring that clients receive knowledgeable insights. Thrivent is dedicated to helping individuals navigate their financial landscapes responsibly, ensuring compliance with local regulations and standards. Generated from the website

Integrity Financial Planning, based in Roanoke, Virginia, is an independent registered investment advisor and fiduciary dedicated to helping high-net-worth individuals protect their retirement assets and enhance their income through tailored financial strategies. Their comprehensive services include wealth preservation, tax mitigation, charitable giving, and private wealth management, all customized to meet each client's unique needs and risk tolerance. With a focus on a four-step process—discovery, planning, implementation, and ongoing optimization—Integrity Financial Planning ensures that clients receive personalized attention and strategies that align with their financial goals. Their commitment to fiduciary duty guarantees that clients' best interests are always prioritized in every aspect of their financial planning journey. Generated from the website