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Health Insurance 101 Lebel and Harriman

WEBSecurities offered through ValMark Securities, Inc. Member FINRA, SIPC Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered …

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URL: https://lebelharriman.com/health-insurance-101/

Matthew L. Arey Lebel and Harriman

WEBMatt holds FINRA Series 6, 63, and 65 licences. He also hold Life & Health Insurance licensure. Matt attended Suffolk University Law School, graduating with his Juris Doctor, …

Category:  Health Go Health

Are You Thankful for Your Health

WEBnovember 2022. The holidays are upon us! Staying healthy just might make you wealthy. With small lifestyle changes and healthy choices (especially with all the shared yummy …

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Philip E. Harriman Lebel and Harriman

WEBHe started his career with Maine Governor James B. Longley’s insurance agency in 1977. In 1983, he and Michael A. Lebel formed an independent insurance and investment …

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Maine’s Retirement Plan Mandate – Final Rules & Program Details

WEBYou can use Maine’s program (MERIT). Using the Maine Retirement Investment Trust program means automatically enrolling your employees into the program. You can do …

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What is Roth and What Does it Mean for Me

WEBSecurities offered through ValMark Securities, Inc. Member FINRA, SIPC Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered …

Category:  Health Go Health

Retirement Plans Lebel and Harriman

WEBAt Lebel & Harriman Retirement Advisors, we understand the critical importance of a well-designed and effectively managed retirement plan. With over 40 years of experience in …

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How to Design a Differentiating Benefits Package

WEBSecurities offered through ValMark Securities, Inc. Member FINRA, SIPC Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered …

Category:  Health Go Health

Jennifer L. Breton Lebel and Harriman

WEBJennifer L. Breton – 2007. Jennifer partners with many of the firm’s premier retirement plan clients as a fiduciary advisor. She also leads the strategic vision of L&H and is …

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Maine Retirement Plan Mandate FAQs (for Organizations)

WEBLebel & Harriman Retirement Advisors is an independent advisory firm based in Falmouth, Maine and has been specializing in Retirement Plan Consulting since 1978. L&H has a …

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Laurie M. Reed Lebel and Harriman

WEBLebel & Harriman was one of her largest vendor partners. Laurie holds her Series 6 and 63 securities licenses, Maine Life & Health Insurance license and is a Registered …

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Michael A. Lebel Lebel and Harriman

WEBMichael A. Lebel is a lifelong resident of Maine. With a B.S. degree from the University of Maine in Orono, Michael is a licensed Life & Health agent and a Registered …

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Have You Done Your Homework on Retirement

WEBSecurities offered through ValMark Securities, Inc. Member FINRA, SIPC Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered …

Category:  Health Go Health

Nathan E. Moody Lebel and Harriman

WEBNate, a Gorham native, graduated from Bowdoin College in 2016 with a B.A. in Economics and Mathematics. He holds FINRA Series 7 and Series 66 licenses, and is a Certified …

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Michelle M. Romano Lebel and Harriman

WEBMichelle’s expertise is in helping our clients retire with confidence. As a licensed Investment Advisor, Michelle’s focus is personal wealth management. Consulting and advisory …

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The Importance of Naming a Beneficiary Lebel and Harriman

WEBNaming your beneficiary designations in your retirement plan would help your loved ones avoid more paperwork and stress. Life Changes. You should review your beneficiary …

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Learning Center Archives Page 7 of 9 Lebel and Harriman

WEBSecurities offered through ValMark Securities, Inc. Member FINRA, SIPC Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered …

Category:  Health Go Health

Christopher A. Klimash Lebel and Harriman

WEBChris joined Lebel & Harriman after 15 years of Personal Wealth Management service. While working at Morgan Stanley and Royal Bank of Canada, Chris was responsible for …

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