David Lerner Associates seeks to guide investors toward their goal of achieving their financial objectives. In today’s give a ... nd 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. read more