David Lerner Associates, Inc.
8.8 • Investment service
Financial service operates with attentive care and personalized support, visiting clients regardless of health status. Professionals invest significant time and resources into clients before formal engagement, emphasizing overall well-being beyond finances.
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Good to know
1
They invest significant time and care into prospective clients before onboarding.
2
This company prioritizes overall well-being, not just financial goals.
3
They provide in-home consultations for clients unable to visit due to health issues.
568 Yamato Rd, Boca Raton, Florida, United States
