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“I am very confident in David Lerner Associates. My relationship with my advisor, Glen Werner, is something I truly value. His advice and guidance have been extremely helpful and have given me confidence in my portfolio. He consistently works to ensure that my investments are positioned to maximize returns while keeping my hard-earned money safe and secure.”
“Manuel Ramos has been very attentive to my account, provided many investment options and has adjusted the nature of our investing strategy to match my changing needs.”
“The people were here are direct and helpful. I had opened a brokerage account with fidelity back in 2017 but I had never done any activity on my account. Fast forward years later I finally decided to be serious with investing in the market. I was able to get access to my brokerage and open a Roth IRA as well. It’s been smooth sailing ever since.”
“Very positive experience today. Meghan at the front desk was very helpful with a year end transaction. We stopped in while traveling and appreciate such great service especially from a non local branch. Thanks Meghan!”
“Staff at this office have always been professional, courteous and responsive. Jack Vogelzang in particular introduced the Schwab Intelligent Portfolio to me and I couldn't be more pleased. The only way they could get a fifth star from me is if they actually gave away free money the way the Fed seems to these days.”
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“If there was ever a company that truly cares about your needs it is Coolidge Capital. They are a top notch company that works overtime to help steer you in the right direction and get you funds immediately. You won't be disappointed...”