At David Lerner Associates, we believe the best way to help you achieve your financial goals is to meet with you face-to-face, either in your home or one of our six offices. We believe you should thoroughly understand and feel comfortable with your investment choices. We believe in building your portfolio through personalized service, not computer algorithms and robo-investment services.

David Lerner Associates Inc. headquarters is well-known in the Syosset, NY area. It’s been recognized by The Town of Oyster Bay as a local landmark. Many of the employees are local residents and participate in community activities such as blood drives and raising funds for worthy causes.