Honest Financial Advice and Inspired Solutions
Whether you’re seeking advice on preparing for your own retirement, managing wealth, or overseeing a corporate retirement plan, we know that you want to find confidence and comfort in your choices.
We’ll be at your side to provide guidance and counsel for your financial path forward. We do more than give advice – we’re committed to helping you lead your best life.
Life happens. That’s why we take pride in using a unique combination of creative ideas and experience to assist you in assuring that your family legacy continues uninterrupted should unforeseen events occur.
September 2023 – Nate Moody joins Jennifer Breton, Laurie Reed, and Matthew Arey as a Partner in the firm.
August 2023 – This is the fifth year L&H has applied and been named to the list, after being recognized in 2015, 2017, 2021 and 2022.
December 2022 – Mike Lebel, Co-founder of Lebel & Harriman Retirement Advisors, will retire at the end of 2022.
MATTHEW AREY, JD* – RETIREMENT ADVISOR, PARTNER September 2023 Student loans continue to be at the forefront of our…
mATTHEW aREY, jd* – rETIREMENT aDVISOR, pARTNER September 2023 In December of 2022, Congress passed the SECURE Act of…
August 2023 The retirement plan industry is never static. Regulators and recordkeepers are continuously seeking to make saving and…