40Forward — Charitable Contributions

To celebrate 40 years of building brighter futures for our clients, we're giving $1,000 dollars a week to 40 charitable organizations.

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Honest Financial Advice ~ Inspired Solutions

We are a financial planning firm offering expertise in retirement planning, insurance planning, and investment services.

Lebel & Harriman Specializes in:

News Corner

March 26, 2018

Lebel & Harriman ~ Celebrating 40 Years ~ Pays it Forward by Giving $40,000

Michael Lebel and Philip Harriman, Founding Partners of Lebel & Harriman, have launched 40 Forward, a celebration of 40 years of building brighter futures for our clients, by giving...

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October 25, 2017

Family Governance – The Why, What, and How for Affluent Families.

TOPIC: Family Governance – The Why, What, and How for Affluent Families. MARKET TREND: Studies continue to identify that the successful transition of large family legacies involves...

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April 1, 2014

The Frugal Habits Of Millionaires

The word "millionaire" typically conjures up images of a lavish, jet-setting lifestyle, but behind the scenes, that may not always be the case. Like Warren Buffett, who famously still lives...

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