9AM - 6PM
40 Marcus Dr Suite 250, Melville
Investing
9 AM - 7 PM
445 Broadhollow Rd # 205, Melville
Investing
“I've been with David Lerner & Assoc for almost 20 years, with Rich Lerner as my advisor. Needless to say, if I hadn't been pleased, I wouldn't still be there. Rich has always been upfront, helpful, not only regarding my investments with him, but other financial big life decisions, even if he wouldn't benefit. That's the kind of man and professional and now friend he is. During marital crises, health crises, and of course for help for general financial advice, he has soundly, honestly and simply explained my options and guided me in wise decisions. I consider him indispensable and part of my family. My son is now using him and is so impressed and glad he followed my suggestion. Rich took over an hour with him on first conversation just explaining investment basics. What more can I say? I'm well into my senior years and have more peace and security with Rich and Lerner & Associates by my side.”
“Very positive experience today. Meghan at the front desk was very helpful with a year end transaction. We stopped in while traveling and appreciate such great service especially from a non local branch. Thanks Meghan!”
“What can I say about OTA and the materials courses. I learned ,very excellent the instructors are very knowledgeable always willing to help the students . Compare to other sources online trading. OTA strategies are the best. Before I joined OTA,I checked a lots of reviews online, some of them okay, but some very negatives. I found out why so. People likes to get rich quick instead of taking time understanding the basic fundamentals of learning step by step the concept. Ones must study hard, do the work daily after all, you will be able to live a better life. Trading requires a good discipline, lots of patience , patience an important virtue. It's okay to lose money no one can predict the stock market or the Forex ,Futures etc... But as an OTA I'm very confident of living a decent life by trading the stock market with a good strategy , ones must have a good reward risk ratio to hedge the market. Education is not cheap, great education is the key of success period. Remember that practice and practice... Thanks again to my counselor and my instructors at OTA.”
“I had an excellent experience with Interstate Home Loan in Melville, NY. Ryan and Jason were incredibly knowledgeable and professional throughout the entire process. They guided me step-by-step and made securing my DSCR loan smooth and stress-free. Their communication was clear, timely, and always helpful. I highly recommend Interstate Home Loan, especially Ryan and Jason, for anyone looking for a reliable lending team.”