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 $1,000 dollars a week to 40 charitable organizations.

With a touch tone phone, typewriter and a part time secretary, Lebel & Harriman began delivering financial planning advice in March of 1978. “Pay phone booths to call in for messages, carbon copies of correspondence for the file, and even thick rate books to project life insurance policy cash values were the business tools of the day.” said Mike Lebel.

“From the beginning, we understood that clients were earned one at a time and that we were not closing deals; rather, building relationships for years to come. I’m proud to say, forty years later, we still love what we do today as we prepare for another forty years of providing honest financial advice and inspiring solutions to families and businesses.” said Phil Harriman. Today, Lebel & Harriman is one of the largest retirement plan, investment and insurance advisory firms in New England.

“Managing Directors have been with Lebel & Harriman for more than 15 years, and other key employees have nearly a decade of service to our clients. We are proud of our team of advisors who have over 150 years of combined experience working with professionals, business owners and their employees.” said Laurie Reed, Partner. “With Chartered Financial Consultants, a Certified Financial Planner, a Certified Plan Fiduciary Advisor, a Retirement Income Certified Professional, several Accredited Investment Fiduciaries and an attorney on staff, Lebel & Harriman has the experience and talent to guide clients in fiduciary best practices, retirement income, business succession and estate planning.”

Lebel & Harriman LLP is a 2017 Best Places to Work in Maine, and already funds a generous matching gift program. By giving an additional $40,000 in charitable contributions this year and paying it forward through donations of our team’s choosing, we seek to build a deeper connection to our Lebel & Harriman family, our communities and the clients we serve.