David Lerner Associates, Inc.
InvestingHours:
1221 Post Rd E # 200, Westport CT 06880 Hours
About David Lerner Associates, Inc.
Founded in 1976, David Lerner Associates, Inc. is a privately-held securities broker/dealer. The firm offers a variety of financial products that it considers to be part of the "Sensible Middle Ground of Investing." David Lerner Associates is headquartered in Syosset NY, with 5 branch offices in the tri-state area and Florida.
Most Recent Reviews
April 2026
Worked with Eric Beers on our portfolio. Great Financial Advisor! Knowledgeable, attentive. Wants was best for his Client.
January 2026
Kyle is very knowledgeable and carrying. He took the time to help me understand my options and decide what is best for me at this time. I felt safe with him and I’m excited to continue working with him in the future.
December 2022
I worked with Rob Guiry throughout the process and I feel his guidance and understanding of my needs was exemplary! I am very comfortable with my decisions.
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