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About David Lerner Associates

Since 1976, David Lerner Associates has been dedicated to building and preserving investors’ assets.

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Age Based Info (122)
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Budgeting (268)
College Planning (147)
David Lerner Associates News (119)
Debt (175)
Estate Planning (48)
Family (84)
Financial Literacy (702)
Life Insurance (50)
Long Term Care (44)
Marriage and Money (74)
Personalized Service (38)
Retirement Planning (526)
Social Security (56)
Taxes (80)
Women and Finances (201)

Latest News

Financial Resilience in 2024: Navigating Retirement

April 17, 2024
Budgeting Your Way to a Secure Financial Future

April 15, 2024
Money Smart Week 2024

April 15, 2024
Balancing Retirement Savings and College Planning

April 5, 2024
The Financial Literacy Gap for Women

April 5, 2024

Your Investment Counselor

(ICname)

Your Investment Counselor

(ICname)

Corporate headquarters

477 Jericho Turnpike
PO Box 9006
Syosset, NY 11791-9006

Call us 1-800-367-3000

Connect with us

Branch Locations

» Boca Raton, FL
» Lawrenceville, NJ
» Syosset, NY
» Westport, CT
» White Plains, NY

Privacy/CCPA
Disclosures

Regulation Best Interest Disclosure & Client Relationship Summary

Member FINRA and SIPC

This site is published in the United States for U.S. residents only.
David Lerner Associates Inc.’s Investment Counselors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. David Lerner Associates, Inc. does not provide tax or legal advice. The information presented here is not specific to any individual’s personal circumstances.
There are risks inherent in investing.

© David Lerner Associates, Inc.

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