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UPCOMING SEMINARS

At this time David Lerner Associates has cancelled all Investment Seminars and will reschedule those for future dates. Feel free to register for our future seminars. We will notify you if we cancel or postpone the event. Registered seminar participants will be given priority invitations to the rescheduled events.

SPIRIT OF AMERICA

Spirit of America Mutual Funds Logo

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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WHY DAVID LERNER ASSOCIATES?

WHY DAVID LERNER ASSOCIATES?

Personalized Service Photo

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 six offices. We believe you should thoroughly understand and feel comfortable with your investment choices. We believe in building your portfolio through personalized service, not computer algorithms and robo-investment services.

The appointment is free, the advice could be priceless.

Let us help you plan for your financial future.
Contact us today for a free consultation.

Trustworthy Photo

David Lerner Associates maintains the highest standards when it comes to the people we employ. Each Investment Counselor is licensed to work in the capacity of a Series 7 and Series 63 and is subject to an extensive background check.

Our Investment Counselors receive comprehensive training in products, suitability and Best Practice standards.

Education Photo

Prior to founding David Lerner Associates, David Lerner taught history and economics at Bayside High School in Queens.

"I loved teaching the next generation. I wanted them to learn to question and to be inquisitive. When people are aware, they are equipped to make wise decisions"

- David Lerner

It was natural that since opening for business in 1976, David Lerner Associates has been committed to educating the public about investing opportunities available to them. To that end, the company regularly holds free investment seminars that attract thousands of people every year and are held throughout the tri-state New York area and in Florida.

ENERGY REVOLUTION

What does the price of oil have to do with your investment portfolio?

There is an energy revolution happening in the United States right now. Register for a seminar, or meet with one of our investment counselors to learn about the investment opportunities this creates and if they are right for you.
Join us at our next seminar in your area!

Setup an appointment with one of our investment counselors.

LATEST NEWS

What Does the Future Hold?

17 Sep 2020 -

So much changed so fast, and it’s hard to figure out what is going to happen next. How do you begin to get used to this new normal?


Tips for a Happy Retirement

15 Sep 2020 -

Retiring can have many effects, and relaxing isn’t the only thing you will be thinking about. Complete retirement leads to several issues you may not have thought of.


Valuable Documents and Estate Planning

10 Sep 2020 -

55% of Americans pass away without a will or an estate plan. Here are some of the affairs that should be kept in order before we are referred to as the dearly departed.