Contact Us

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At David Lerner Associates, we believe that the best way to help you with your financial goals is to meet with you face-to-face, either in your home or at one of our branch offices.

The Appointment is Free. The Advice Could be Priceless®

3 ways to get in touch with us:

1. Call 1-800-367-3000 during regular business hours and speak to someone now.

2.  Click here to make an appointment online.

3. Fill out the form below to have someone contact you:

Your Investment Counselor

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