Question 1

What services does David Lerner Associates offer?

Accepted Answer

David Lerner Associates offers a range of financial services, including retirement planning, college and education savings, life insurance, and annuities. They have investment counselors located in multiple locations to provide personalized services to their clients.

Question 2

What qualifications do David Lerner Associates' investment counselors have?

Accepted Answer

David Lerner Associates maintains high standards for their investment counselors. Each counselor is licensed, undergoes an extensive background check, and receives comprehensive training to ensure they provide trustworthy and reliable advice to their clients.

Question 3

How can I find an investment counselor with David Lerner Associates?

Accepted Answer

You can find an investment counselor with David Lerner Associates by visiting their website and using the "Find an Investment Counselor" tool. This will allow you to locate the nearest office and schedule an appointment with a counselor.

Question 4

Does David Lerner Associates offer free investment seminars?

Accepted Answer

Yes, David Lerner Associates regularly holds free investment seminars throughout the tri-state New York area and in Florida. You can sign up to be notified of the next seminar in your area.

Question 5

What is David Lerner's story?

Accepted Answer

David Lerner, the founder of David Lerner Associates, has a long history in the investment industry. The website provides information about his story and the founding of the company, which has a focus on providing a "sensible middle ground education" to its clients.

David Lerner Associates, Inc.

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Frequently Asked Questions about David Lerner Associates, Inc.

What services does David Lerner Associates offer?

What qualifications do David Lerner Associates' investment counselors have?

How can I find an investment counselor with David Lerner Associates?

Does David Lerner Associates offer free investment seminars?

What is David Lerner's story?

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