find phone number David Lerner Associates, Inc. 📱?
(914) 761-6456
What Clients Are Saying David Lerner Associates, Inc. (GG)
5 /5 Angry Boomer: Im a small time investor but they treat me like a millionaire!
Ray K. is an amazing advisor. He will just call me out of the blue at times just to see how Im doing and give me a run down on my portfolio. (Even though I started with less than 30k). He saw me through the pandemic thus far taking me from an initial loss of around 6-7k to a 30% gain over my original deposit! (Results may vary). He always returns may calls!
If you pulled your funds in the midst of "pandemic losses" you made an amateur mistake - dont blame Poppy, blame your self!
Ray wasnt afraid to call me and tell me about the initial losses. He told me to sit tight which I already knew having watched people lose money during 911 because they withdrew it in a panic.
Anyway five stars to Poppy and especially to Ray - Thanks!
1 /5 Pete Stein: Inherited from my brother. I am seeking an attorney to help me with limited partnership energy 11 to get me out
2 /5 Maidinmanhattan: This place I will not recommend go elsewhere
Yesenia Lopez Gilly is absolutely amazing. He really takes the time to understand your situation and formulate the best plan of action. He is personable, pays attention to detail, confident and knowledgeable. I highly recommend him for all your financial and real estate needs.
Howard Zinck Because of the service of the very professional staff person. I was at ease and enjoyed having her professionally handling of my taxes. I will be a new and repeat customer next year.