Investments

Creating Financial Security and Peace of Mind

For nearly thirty years, the Wealth Management Divisions of Lebel & Harriman, LLP have worked together to help families and businesses throughout New England achieve and maintain financial independence. We provide individuals and participants with personal financial planning, prudent asset management, income replacement projections, as well as distribution and estate planning. Our goal is to help you transition through the different phases of life with security and confidence.

Relationships: The Foundation of Financial Planning

Building relationships is an integral part of the planning process at Lebel & Harriman, LLP. We place great emphasis on thoroughly "knowing" our clients so that we may recommend products and services that correspond with specific needs as well as personality types. Our highly experienced team will create practical solutions designed to help accumulate, protect and transfer your wealth.

A Step in the Right Direction

Our initial "free" informational session typically sets the tone for a long and prosperous relationship. In this meeting, we will discuss your current situation as well as your goals for the future. We will help you determine the type of planning that is essential in meeting your short and long term goals. From focused goals such as sending your children to college, preparing for retirement or passing your wealth to the next generation, we will customize a plan for you.

Our plans often include:

  • College Planning
  • Retirement Planning (Income & Distribution Analysis)
  • Estate Planning
  • Full Comprehensive Financial Plan

A Product for Every Need

Once we have determined your objectives we will utilize a wide array of investment vehicles to properly structure your assets.

Our portfolios often include:

  • Stocks
  • CDs
  • Bonds
  • Treasuries
  • Mutual Funds
  • Annuities (Fixed & Variable)
  • Closed End Funds
  • Insurance

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