William O'Doherty
ChFC®, FIC, CLTC®
Helping clients reach their financial goals, at every stage in their lives.
State(s) Licensed: CA Insurance Lic. #4039443, CT, DE, GA, IL, IN, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI
221 W Grand Ave Ste 202
Montvale, NJ 07645
Helping clients reach their financial goals, at every stage in their lives.
State(s) Licensed: CA Insurance Lic. #4039443, CT, DE, GA, IL, IN, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI
Welcome! Serving clients in the Tri-State Area
Meet My Team
Margaret Valentino
Margaret supports the overall operations of the practice and
is licensed for insurance protection products. Prior to joining
Thrivent in 2013, she gained nearly a decade of tax
accounting experience.
Margaret earned an accounting degree from William Paterson
University in Wayne, New Jersey. She and her husband live in
New City with their three children.
Title: Insurance Office Professional
Location: Montvale
Phone: 551-249-2864
Fax: 877-206-3439
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