GO
  • Seminar Schedule Link
  • About Us Link

LATEST NEWS

Baby Boomer Retirement Savings: How Do You Stack Up?

Baby Boomer Retirement Savings: How Do You Stack Up?
9 Jun 2023 -

Many boomers are coming face-to-face with a new American economic reality: Retirement means a transition into relatively hard times.

New Clean Vehicle Tax Credit Guidance Issued

New Clean Vehicle Tax Credit Guidance Issued
7 Jun 2023 -

Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean vehicles meeting certain requirements (including electric, plug-in hybrid, and fuel cell vehicles).

Financial literacy and saving for college

Financial literacy and saving for college
5 Jun 2023 -

The rise in cost is making it more important than ever for families to save for their children's education.

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.

LEARN MORE

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.