David Lerner Associates is a financial firm where clients report an exceptional experience. Reviews consistently highlight professional, knowledgeable, and helpful associates who provide expert guidance. Clients describe receiving solid recommendations, timely information, and regular communication about their investments. The service is characterized as supportive, efficient, and effective, with a true interest in client plans and needs. Associates are commended for their careful long-term financial planning, consistently managing investments well. They are described as immersed in their profession, offering complete advice on economic changes and adjusting portfolios to maximize income and minimize dips. This approach to income investing and financial planning is noted for providing consistent results and affordability for clients over many years, with some relationships spanning decades. The firm’s associates are praised for treating every client with utmost care, as if they were the only client, and for explaining complex matters in an easily understood manner. This professional and caring service has fostered strong, long-term relationships where associates are not only trusted advisors but are also considered friends. Clients express being extremely happy and highly recommend the firm.
Michael Norton has been our financial adviser for many years and has always given us expert advice. We appreciate his professionalism and care of our financial needs.
February 2026
David Lerner is wonderful to deal with. Mike Norton has been a great help in suggesting investments that fit our desires and provide us with a good return.He is very friendly and knowledgeable and always looking out for your best interests.
December 2025
John Fielding has been nothing but a supportive, helpful, and professional associate who has guided my investments for several years. I cannot recommend him enough!
