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: 6/12/2019 6:30 PM

    Seminar Location:Jericho, NY

    Seminar Date and Time: 6/13/2019 6:30 PM

    Seminar Location:Piermont, NY

    Seminar Date and Time: 6/20/2019 5:30 PM

    Seminar Location:Boca Raton, FL

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?

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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.

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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.

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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

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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

Debts that Could Derail Your Retirement

15 May 2019 -

Heading into your retirement, one should take a look at prioritizing which debts to focus on before you hang up your hat for the last time


Job Prospects for College Graduates

13 May 2019 -

It’s an exciting time to be a college graduate. A new survey from the National Association of Colleges and Employers shows that the rate of hiring of college graduates in 2019 is up 11% from last year.


Small Business is Thriving in America

5 May 2019 -

May 5th is the day many Americans celebrate Cinco de Mayo, but it also marks the start of National Small Business Week. More than half of Americans either own or work for a small business,


@DLA_News
MAY 16, 2019
Debts that Could Derail Your Retirement https://t.co/oV2W6LSZ0u Heading into your retirement, one should take a lo… https://t.co/67hqCASr68