For more than 40 years, Mike Lebel and Phil Harriman have not only built a culture of innovation and exceptional client care, they have groomed and inspired their team of financial professionals to lead Lebel & Harriman into the next generation.
Learn MoreWe are a financial planning firm offering expertise in retirement planning, insurance planning, portfolio management, business succession, and retirement plan management.
For more than 40 years, Mike and Phil have not only built a culture of innovation and exceptional client care, they have groomed and inspired their team of financial professionals to lead Lebel & Harrmian into the next generation.
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...
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...