Education
David Lerner Associates regularly holds free investment seminars throughout the tri-state New York area and in Florida. Sign up to be notified of our next seminar in your area.
Trustworthy
David Lerner Associates maintains the highest standards when it comes to the people we employ. Each Investment Counselor is licensed, is subject to an extensive background check, and receives comprehensive training.
Recent Articles
Global Money Week: Empowering Financial Futures
Global Money Week (GMW) is an annual worldwide campaign that emphasizes the importance of early financial awareness among young people. It focuses on gradually developing knowledge, skills, attitudes, and behaviors essential for making wise financial decisions, ultimately leading to financial well-being and resilience. At David Lerner...
Modern Women’s Financial Wellness in 2024
In the symphony of modern life, women don't just play a part—they compose the melody. As architects of their destinies, women face a myriad of roles and responsibilities, from conquering career summits to nurturing the future, all contributing to Women's Financial Wellness. Yet, in the pursuit...
David Lerner Associates Police Appreciation Run Scheduled for June 27th
Mark Your Calendar! David Lerner Associates and the Greater Long Island Running Club will join forces this year to host the 33rd annual David Lerner Associates Long Island Police Appreciation 5 Kilometer Run. This year’s Run will be held on Thursday evening, June 27th over the traditional...
Remote Work and Retirement
The remote work and retirement trend is influencing retirement choices. The landscape of work has undergone a significant transformation in recent years with the widespread acceptance and adoption of remote work and retirement. Research has found that 23 percent of job holders work from home part-time,...
Spirit of America Investment Fund
A family of mutual funds designed specifically to complement the portfolios of David Lerner Associates’ clients.
Started in 1998 with the Real Estate Income and Growth Fund, the family has since grown to six funds.