David Lerner Associates, originally established in 1976, is a trusted and privately-held securities broker/dealer. With clients' assets under management amounting to nearly $6 billion, the brand has built a strong reputation in the industry. At David Lerner Associates, the commitment to educating the public about investment opportunities is paramount.

The brand hosts regular free investment seminars, attracting thousands of attendees annually throughout the tri-state New York area and Florida. The company firmly believes in guiding investors towards sensible investment choices that align with their financial objectives. They offer a range of investments that are based on real value and designed to provide dividends, distributions, or interest.

They are not influenced by market conditions and follow fundamental investment principles. Furthermore, David Lerner Associates prioritizes face-to-face meetings with clients, whether it be in their homes or at their offices for a personalized experience. With highly qualified and licensed investment counselors, the brand continuously upholds the highest standards to ensure their clients' satisfaction.

At David Lerner Associates, they strive to help individuals achieve their financial goals with confidence