David Lerner Associates

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1221 Post Rd E
Westport, CT 06880

Specialties

Originally started in 1976, David Lerner Associates is a privately-held securities broker/dealer, with clients' assets of more than $4.5 billion. From the beginning, the firm has been committed to educating the public about investing opportunities available to them. To that end, the company regularly holds free investment seminars. These seminars attract thousands of people every year and are held throughout the tri-state New York area and in Florida.

Reviews

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1.01 reviews
Bob S.
8/7/2020

Poor customer service. I never feel like they care about me and my finances. Waiting almost a month for an expected check. I would not recommend.

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