Lebel & Harriman Retirement Advisors

Financial Services • Falmouth Foreside, Maine, United States • 21-50 Employees

Company overview

Headquarters	366 U.S. Route One, Falmouth, Maine 04105, US
Phone number	+12077735390
Website	lebelharriman.com
NAICS	52
SIC	628
Keywords	Investments, Annuities, Retirement Planning, Fiduciary Services, Insurance, Financial Planning, Financial Wellness, 401(K) Plans, Employee Education, 403(B) Plans, Fee Benchmarking, Non-Qualified Deferred Compensation, Rfp Projects, Student Loan Debt Resources
Founded	1978
Employees	21-50
Socials

Key Contacts at Lebel & Harriman Retirement Advisors

Matthew Arey

Retirement Plan Advisor, Director Of Fiduciary Services

Laurie Reed

Managing Director, Employer Financial Services

Grace Bennett

Director Of Operations - Employer Financial Services

Emily Helliesen Day

Director Of Operations & Compliance & Sr. Relationship Manager

Lebel & Harriman Retirement Advisors Email Formats

Lebel & Harriman Retirement Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@lebelharriman.com), used 65.2% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@lebelharriman.com	65.2%
{first name}{last name}	johndoe@lebelharriman.com	34.8%

About Lebel & Harriman Retirement Advisors

Lebel & Harriman is a Maine-based independent financial services firm dedicated to helping employers and individuals make confident, informed financial decisions. Since 1978, we’ve provided expert guidance in the areas of retirement plan consulting, financial planning, investment management, and insurance planning. Our Employer Financial Services team partners with organizations to design and manage retirement plans that support fiduciary compliance, reduce administrative burden, and improve participant outcomes. We serve as 3(21) and 3(38) fiduciary advisors, providing tailored investment advice, committee education, plan benchmarking, and a full suite of employee education & financial wellness resources. Our Personal Financial Services team supports individuals and families through comprehensive financial planning, wealth management, and risk protection strategies. Whether you're planning for retirement, saving for college, or managing complex financial decisions, our advisors provide clear, customized guidance every step of the way. What sets us apart is our deep commitment to relationships, our fiduciary-first approach, and our local roots. We see our clients not as customers, but as neighbors and partners. We take pride in demystifying financial decisions and delivering service with clarity, care, and integrity. Learn more at www.lebelharriman.com or connect with us to see how we can help you or your organization achieve your financial goals.

Lebel & Harriman Retirement Advisors revenue & valuation

Annual revenue	$20,900,000
Revenue per employee	$907,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$66,800,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Director

Employees by Department

Lebel & Harriman Retirement Advisors has 17 employees across 5 departments.

Departments

Number of employees

Funding Data

Lebel & Harriman Retirement Advisors has never raised funding before.

Lebel & Harriman Retirement Advisors Tech Stack

Discover the technologies and tools that power Lebel & Harriman Retirement Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Site Kit

Analytics

Kadence WP Kadence

WordPress themes

jQuery Migrate

JavaScript libraries

Yoast SEO Premium

SEO

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Gutenberg

Editors

Google Analytics

Analytics

Frequently asked questions

Lebel & Harriman Retirement Advisors is located in Falmouth Foreside, Maine, US.

You can reach Lebel & Harriman Retirement Advisors at +12077735390.

Lebel & Harriman Retirement Advisors was founded in 1978, making it 48 years old. The company has established itself as a significant player in its industry over this time.

Lebel & Harriman Retirement Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.