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About David Lerner Associates

Since 1976, David Lerner Associates has been dedicated to building and preserving investors’ assets.

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Latest News

ABLE Accounts Explained: Financial Literacy for Americans with Disabilities and Veterans

April 15, 2026
Financial Literacy and Retirement: The Knowledge That Could Change Your Future

April 13, 2026
Long-Term Care vs. Life Insurance: Understanding Differences and How They Work Together

April 12, 2026
Financial Spring Cleaning: Why Annual Financial Refresh Can Secure Your Retirement

April 10, 2026
IRS Issues 2026 List of Tax Scams

April 8, 2026

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Corporate headquarters

477 Jericho Turnpike
PO Box 9006
Syosset, NY 11791-9006

Call us 1-800-367-3000

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Branch Locations

» Boca Raton, FL
» Lawrenceville, NJ
» Syosset, NY
» Westport, CT
» White Plains, NY

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Member FINRA and SIPC

This site is published in the United States for U.S. residents only.
David Lerner Associates Inc.’s Investment Counselors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. David Lerner Associates, Inc. does not provide tax or legal advice. The information presented here is not specific to any individual’s personal circumstances.
There are risks inherent in investing.

© David Lerner Associates, Inc.

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