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We are a visionary financial advisory firm, utilizing advanced technology to help you make the best financial decisions. Our goal is to make financial advice, coupled with technology, approachable. While many firms are continuing to shy away from technology, we embrace it. Let`s innovate investing together. Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Duff and Phelps Investment Management Co is a Chicago, IL-based company in the Financial Services sector.
In 1975, David Lerner was teaching history and economics at Bayside High School in Queens. Today, he is owner and president of David Lerner Associates, a privately-held investment company that markets more than $1 billion worth of securities annually
Kansas Technology Enterprise Corporation is a Topeka, KS-based company in the Financial Services sector.
Jra Financial Advisors, Inc. is a Maple Grove, MN-based company in the Financial Services sector.