David Lerner Associates, Inc.

Services Offered

• retirement planning
• investment management
• financial advisory

About

David Lerner Associates, Inc. is a financial planning firm based in Syosset, New York, founded in 1976. The firm specializes in providing a variety of financial products that align with their philosophy of the 'Sensible Middle Ground of Investing.' They serve clients in the tri-state area and Florida, offering services such as retirement planning, investment management, and financial advisory. David Lerner Associates aims to help individuals and families navigate their financial futures with tailored strategies.

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