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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.

Personalized Services

At David Lerner Associates, we believe the best way to help you achieve your financial goals is to meet with you face-to-face either in your home or one of our five offices. The appointment is free, the advice could be priceless.

Recent Articles

Catherine Guerrieri

The 50/30/20 Budget Rule as a Guide for Graduates

As recent graduates embark on their journey into the professional world, mastering personal finance becomes crucial to their transition to independence. One popular budgeting framework that has gained traction, especially among young adults, is The 50/30/20 Budget Rule. This rule offers a straightforward approach to managing finances,...

Catherine Guerrieri

The Vital Role of Fathers as Financial Role Models

Fathers play a crucial role in shaping their children's financial attitudes and behaviors. Beyond providing for their families, fathers serve as mentors, guiding their children toward financial literacy and independence. The significance of fathers as financial role models must be addressed. A recent study shows that...

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.

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