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.


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

How Do College Savings Accounts Work?
Catherine Guerrieri

How Do College Savings Accounts Work?

College savings accounts, like 529 Plans and Coverdell ESAs, let you save money for education with tax benefits. When used for qualified expenses such as tuition and books, withdrawals are tax-free. Choose the right account, watch your savings grow, and ensure a smoother path to...

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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