UPCOMING SEMINARS

Join us for our next free investment seminar in your area to learn more about the Sensible Middle Ground of Investing.® 

seminars

    Seminar Date and Time: 12/13/2018 6:30 PM

    Seminar Location:Goshen, NY

    Seminar Date and Time: 12/18/2018 10:30 AM

    Seminar Location:Teaneck, NJ

    Seminar Date and Time: 1/10/2019 11:00 AM

    Seminar Location:Long Island, NY

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?

img_tab1

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.

img_tab1

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.

img_tab1

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

energy_1

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

The Future of Millennials’ Finances

5 Dec 2018 -

Millennials could take a lesson from Baby Boomers when it comes to financial advisors and planning for the future.


Medicaid and Long-Term Care

1 Dec 2018 -

10,000 Baby Boomers are turning 65 every day from now until 2030. The future costs of long-term care should be a top concern for soon-to-be retirees. 


Mortgage Rates and Millennial Home Ownership

29 Nov 2018 -

Millennials constitute the largest segment of new homeowners in the country.and they're impacting the housing market in a big way. 


@DLA_News
DEC 07, 2018
The Future of Millennials’ Finances https://t.co/BpNWMe29Ep Millennials could take a tip from Baby Boomers. A soun… https://t.co/WpLAxGfn12