Lebel & Harriman, LLP

About Lebel & Harriman, LLP

<p>Rooted in coastal Maine, Lebel &amp; Harriman, LLP works with employers and individuals across the Greater Portland area on retirement plan and wealth decisions. The firm is headquartered in Falmouth at 366 US Route One.</p> <p>Founded in 1978, Lebel &amp; Harriman has grown to about 125 employees. As an independent financial planning firm, it handles day-to-day planning needs alongside long-term strategy for clients who want clear guidance on saving, investing, and protecting assets.</p> <p>Its work covers retirement planning, insurance planning, portfolio management, business succession planning, and retirement plan management for companies that sponsor workplace plans. Clients typically use the firm for coordinating multiple moving parts—investments, insurance, and plan administration—under one advisory relationship.</p> <p>What sets Lebel &amp; Harriman apart is the mix of individual financial planning and employer <a href="/plan-advisors">plan advisor</a> work under one roof, which can help align personal goals with workplace plan decisions.</p> <ul> <li>Retirement planning for individuals and families</li> <li>Employer retirement plan management and support</li> <li>Portfolio management and investment guidance</li> <li>Insurance planning</li> <li>Business succession planning</li> </ul>

Website: https://lebelharriman.com/

Founded: 1978

Employees: 125