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David Lerner Associates, Inc.Financial advisor in Westport, CT

David Lerner Associates, Inc. is a financial advisor at 1221 Post Rd E #200, Westport, CT 06880, ranked #26 of 299 financial advisors in Westport and rated 4.1 from 13 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Westport, CTUpdated 0 paid placements in any rankingHow we rank

Call (203) 655-3520Website ↗

Key facts

Key facts about David Lerner Associates, Inc.
Address1221 Post Rd E #200, Westport, CT 06880Get directions
Phone(203) 655-3520
Websitedavidlerner.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.1 from 13 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Westport and 11 towns within 25 miles: Fairfield, East Norwalk, Norwalk, Wilton, Bridgeport, Darien, New Canaan, Trumbull, Stratford, North Stamford and Stamford.

Based in Westport, CTView on map

Opening hours

Opening hours for David Lerner Associates, Inc.
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about David Lerner Associates, Inc.

How is David Lerner Associates, Inc. ranked in Westport?

David Lerner Associates, Inc. is ranked #26 of 299 financial advisors in Westport by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are David Lerner Associates, Inc.’s hours?

David Lerner Associates, Inc. is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does David Lerner Associates, Inc. serve?

Serves Westport and 11 towns within 25 miles: Fairfield, East Norwalk, Norwalk, Wilton, Bridgeport, Darien, New Canaan, Trumbull, Stratford, North Stamford and Stamford. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about David Lerner Associates, Inc.?

David Lerner Associates, Inc. has a rating of 4.1 from 13 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact David Lerner Associates, Inc.?

Call David Lerner Associates, Inc. on (203) 655-3520. The business is at 1221 Post Rd E #200, Westport, CT 06880. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

David Lerner Associates, Inc. compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
David Lerner Associates, Inc. (this business)—674.1 (13)NoNo
Total Solutions Financing#24674.9 (50)NoNo19.2 mi
Settanni Financial#27675.0 (39)NoNo20.1 mi

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