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David Lerner Associates

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Solid company with great mentors and growth opportunities - Marketing Coordinator David Lerner Associates Employee Review

5.0
27 Nov 2025
Recommend
CEO approval
Business outlook

Pros

Working at David Lerner Associates has been a great experience. I’ve picked up a ton of skills here — from backend systems to client-facing work — and I’ve had the chance to learn from some really sharp people. There’s a strong culture of mentorship, and it’s clear the company genuinely cares about its employees. I’ve built great relationships across teams and feel like I’m part of something that values growth and accountability.

Cons

none. the benefits program has increased a lot and I'm thankful for them.

Explore other reviews about David Lerner Associates

5.0
1 May 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

They are family owned and it shows in how they treat you. Management cares about the employees at all levels.

Cons

The insurance cost was a little high

4.0
8 Nov 2025
Recommend
CEO approval
Business outlook

Pros

Great fixed income offerings including bonds and funds

Cons

Limited investment portfolio stuck with specific funds and bonds

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