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David Lerner Associates, Inc.
- Investment Service
- Greens Farms, CT
About this business
Location details
1221 Post Rd E # 200, Ste 200, Greens Farms, CT, 06880, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I would like to share my experience of David Lerner associates and my broker Patricia Klein, she has been a pleasure to do business with. Her professionalism,knowledge and caring attitude has made a real impact in my retirement account . Providing me with the necessary information to be able to make an informed decision about growing my account and helping me feel secure in my retirement. I strongly recommend her as she is beyond reproach and her dedication to her profession and clients is second to none.
When I retired Patty Klein assisted me in rolling over my 401K from my nursing career to David Lerner Associates.This was a stressful period for me and Patty helped me immensely in my transition. I thought my account was small compared to what a senior broker would be accustomed to handling. Patty has always treated me with respect and listened to my concerns. I’ve been very pleased with the results as well as Patty’s advice and professionalism.
Fantastic experience with Kyle at David Lerner! He walked me through the entire process of rolling all of my past 401ks/roth IRAs into one simple place- explained all of the fees, how everything is going to work for me and my future. This was a task that I was putting off for years & in such a short period of time, Kyle made all of the calls with me and made such an annoying process so seamless! Thank you Kyle for your help and knowledge!
When I told Kyle that I was interested in talking to him about some of my financial concerns, he was so professional and informative! He explained everything, and was very patient with my questions and helping me with my decision! Everything went so smoothly and I’m very pleased with the results. I would definitely recommend Kyle Obrien with any of your financial decisions..
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.
Frequently asked questions about David Lerner Associates, Inc.
How is David Lerner Associates, Inc. rated?
David Lerner Associates, Inc. has a 3.4 star rating with 15 reviews.
When is David Lerner Associates, Inc. open?
David Lerner Associates, Inc. is open now. It will close at 5:00 p.m.
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