Our Diverse Clientele

Our Clients

The best financial services firms have evolved into multi-dimensional organizations. Lebel & Harriman, LLP is among those national leaders who professionally meet and exceed the needs of our unique and diverse clientele. We are proud that individuals, institutions, charitable endeavors and businesses have selected us to be their trusted financial planning advisors.

Though our clients require a strategy customized to their situation, confidentiality and prompt service are a common denominator for each and every client. These are the founding principles of Lebel & Harriman, LLP.

In the retirement planning arena, many businesses and non-profit organizations consider us an extension of their Human Resources department. By providing employee education, communication and compliance services, we recognize the fiduciary responsibility of managing benefits. As your partner we work with you to ensure that you follow a prudent process minimizing liability and maximizing participation. Many of our valued retirement plan clients also turn to us for advice on business succession, key employee retention and incentive planning.

Individual clients seeking investment services will find an array of products and services designed to target specific goals and objectives. As an independent financial advisory firm, we are able to offer unbiased assistance in determining which products may be right for you.

We also work with those who seek proven techniques to protect and project their wealth to the next generation and/or charities. In addition, we help clients assure that if financial markets or their health goes astray we have built “life boats” for them to climb onto. These “life boats” come in the form of life insurance, disability insurance and long-term care insurance, all of which assure our clients’ financial dignity regardless of what challenges life offers.

Our diverse clientele, which includes individuals, institutions and businesses, seek our expertise in all phases of financial planning. With keen insight and knowledge of the regulatory environment, we have delivered creative strategies to individuals and companies for over thirty years.