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.


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

Do You Have a Forgotten 401(k)?
Catherine Guerrieri

Do You Have a Forgotten 401(k)?

As of earlier this year, job switchers had left their money in some 29 million 401(k) accounts with former employers. That’s about 25% of the money in all 401(k) plans! This staggering number suggests that many individuals may have forgotten about their retirement savings tucked away...

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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