Lebel & Harriman, LLP
We are an independent investment and insurance brokerage firm located in Falmouth, Maine. Our firm has been serving the Retirement, Business and Estate Planning needs of our growing clientele since 1978.
Lebel & Harriman, LLP is nationally recognized as a premiere provider of retirement planning services. We are proud to serve scores of Northern New England’s most prominent employers and their trusted source of advice for over 20,000 participants for investing, managing and communicating the value of preparing for retirement.
Our retirement planning expertise extends to assisting individuals with hands-on investment education, asset accumulation and distribution planning. Our approach is to assist clients based upon their unique family and personal situations.
Lebel & Harriman is proud of the business succession and legacy plans we have assisted in crafting and implementing in concert with our clients' legal and tax advisors. Our expertise in this field encompasses multi generational wealth planning, Employee Stock Ownership Plans, Key Employee benefits, incentive compensation plans and Estate Tax minimization and funding.
Our founding partners are fully engaged in legislative and regulatory activities of our profession so as to keep our clients abreast of actions by elected and appointed officials who can impact our clients' financial affairs. On a national level, we are personally active in all phases of our profession. We serve on national advisory boards to major providers of retirement plans. We also serve on the Executive Committee of MDRT, an international association of financial service professionals. Another colleague is the President of the Association for Advanced Life Underwriting.
Important Consumer Information
Philip Harriman and Michael Lebel are registered representatives with ValMark Securities, Inc., an NASD registered broker-dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 United States, Philip is only licensed to sell securities in CA, DE, FL, IA, ID, ME, NC, NH, NY, PA, VT, WA. Michael is only licensed to sell securities in CA, FL, IN, MA, NE, NH, NY, SC. Philip is also an investment adviser representative with ValMark Advisers, Inc., an SEC Registered Investment Advisor, and is registered to provide advisory services in ME & CA. Philip and Michael are also licensed to offer insurance products in MA, NH, ME, NJ, NY, MD, OH, CO, FL. Rebecca Shea: ValMark Securities – ME. Michele Romano: ValMark Advisers – CA & ME; ValMark Securities – CA, FL & ME. Dermot Healey: ValMark Securities – CA, MA, ME, NH & NY. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Philip and Michael are properly registered/licensed.
Securities offered through ValMark Securities, Inc. Member NASD,SIPC
Investment Advisory Services Offered Through
ValMark Advisers, Inc. a SEC Registered Investment Advisor
130 Springside Drive Suite 300 Akron,OH 44333-2431
Telephone: 800-765-5201
Lebel & Harriman, LLP is a separate entity from ValMark Securities, Inc and ValMark Advisers, Inc.