Whatever your financial objectives are,
David Lerner Associates may offer solutions.
For the last 41 years, we have been dedicated to building and preserving our clients’ assets.
We offer mutual funds, tax-free bonds, and variable annuities* designed to produce regular income either now, or later on to supplement your retirement. Perhaps you are concerned about affording healthcare in your retirement. We offer long-term care insurance and life insurance policies with healthcare riders that may be able to help. We can help you fund an education for your loved ones with 529 plans.
We invite you to learn more. Make an appointment at our local David Lerner Associates office in Lawrenceville, New Jersey today! Call 1-800-367-3000 or use the form on the right.
Not only is the appointment free, but you will receive a portable umbrella as a gift.**