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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

8 Financial Lessons from Great Presidents

Presidents’ Day is a time to honor the leaders who have shaped the history of the United States. While much of the focus is on their leadership in politics, war, and diplomacy, many of our Presidents’ also demonstrated financial wisdom that can serve as timeless...

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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