• Do you have sufficient long-term
    healthcare
    protection?
  • Do your investments provide you with
    sufficient income?
  • Are you concerned about paying for your
    children's or grandchildren's
    education?

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.

 

dla_umbrella

Not only is the appointment free, but you will receive a portable umbrella as a gift.**

Make an Appointment Today!
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There are risks inherent in investing.
Certain investments are offered by prospectus. Investors should read the prospectuses carefully and consider the investment objectives, risks, charges, expenses and other information before investing. The prospectuses may be obtained from David Lerner Associates, Inc. by calling 1-800-367-3000.

*Variable annuities are long-term investments designed for retirement purposes. 
**While supplies last. Gift presented at scheduled appointment with one of our Investment Counselors.