Call 1-800-367-3000 or email us!
Learn about the Sensible Middle Ground of Investing.® In today’s give and take financial markets, we believe we offer investment programs that make sense.
David Lerner Associates is dedicated to educating clients about the financial opportunities available to them. We offer many investment opportunities, some designed to provide income. Based on our investment model, our seminars teach people a structured way to think about their investments.
In-person investment seminars have been cancelled due to the COVID-19 outbreak and the CDC’s recommendations to limit spread. We will reschedule these events when it is safe to do so. At the present time, David Lerner Associates is offering on-line virtual events.
There are risks inherent in investing. Past performance is no guarantee of future results.
Certain investments are offered by prospectus. Investors should consider the investment objectives, risks, charges and expenses before investing. The prospectuses contain this and other information about the investments and may be obtained from David Lerner Associates, Inc. by calling 1-800-367-3000.
David Lerner Associates does not provide tax advice. Before making any investment with potential tax implications, please consult your personal tax advisor, tax attorney, accountant or other qualified advisor. Please consult with competent legal and tax counsel before implementing any estate planning strategies with potential tax consequences.
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