David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives. In today’s give and take financial markets, we believe we offer investment programs that make sense. We offer many investment opportunities; some designed to provide income.

David Lerner Associates supports its Investment Counselors through a strong media presence, with frequent advertising, along with direct mailing campaigns and trade show appearances. In addition, the firm often conducts free investment seminars featuring Senior Investment Counselors of the firm.

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Investment Management

David Lerner Associates, Inc.

David Lerner Associates, Inc.'s headquarters in Syosset, NY, United States

The Boca Raton office focuses on investment management and administrative support for clients in the financial sector.

Boca Raton

The White Plains office focuses on investment strategy and portfolio management, supporting regional financial initiatives.

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People (39)

Jobs (0)

Other offices

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