The Lerner Financial Team
Advisors and Agents
Our mission is to partner with our clients to help them achieve financial independence by using a unique process of innovative strategies and concepts
We were founded on and remains true to small town values. We are generous to our community in time, talent and resources. We take care of our neighbors and friends – serving a wide range of clients from international foundations to young people just starting out. We have prospered in a small community since 1969 being loyal to our clients. Their loyalty to our values has grown our firm, and the referrals of their friends and family have been the source of our success. We stay on the cutting edge with our strategies, education and technology to provide personal attention and quality service to all our clients.
Sr. Investment Coordinator / Financial Planning Analyst
Service Coordinator / Paraplanner*
1966 - 2021
**Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Individual is not a Registered Representative or Investment Advisor Representative with Cambridge and may not accept trade orders, engage in financial planning activities or provide any general or specific investment or planning advice within the office and are restricted to clerical functions only.