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Education

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.

Trustworthy

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

Catherine Guerrieri

Parent Plus Loans for College Costs

As college costs continue to rise, many families look for ways to bridge the financial gap left by other forms of financial aid. One option to consider is Parent PLUS loans. Parent PLUS loans, offered through the Department of Education's William D. Ford Federal Direct Loan...

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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