David Lerner Associates News: What Should You Do With Your Tax Refund?
Many people view their tax refund as free money. A tax refund is your money that you essentially loaned to the government by having more tax withheld from your paycheck than was necessary....
David Lerner Associates: Review Your Life Insurance Needs
New Year is Financial Housekeeping: do you have life insurance-- and is it enough?...
David Lerner Associates –How Safe Is Your Pension Plan?
Some financial and retirement experts are recommending that workers and retirees who are dependent on pension plans do some "what-if" scenario planning to gauge how well prepared they might be for a possible cut in their pension benefits....
What is In a Name?
Since the day the firm was founded nearly four decades ago, David Lerner has stood for honesty and integrity in all his dealings with clients and throughout the investment community....
David Lerner Associates Syosset N.Y.: History of the Company
Over the course of 38 years David Lerner Associates has grown from a one-man operation to a successful business headquartered in Syosset, New York. They have more than 400 employees and branches in New York, Connecticut, New Jersey and Florida....