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Lerner
Finance · Michigan, United States · 11-50 Employees
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Overview
Headquarters
15505 Waldron Way, Big Rapids, Michigan,...Phone Number
(231) 796-8621Website
www.lernerfinancial.comRevenue
$5 MillionIndustry
About Lerner
Lerner Financial is an independent fiduciary firm based in Big Rapids, MI, specializing in comprehensive financial planning and health benefits. With over 230 years of combined experience, they cater to a diverse clientele including educators, families, medical professionals, and entrepreneurs, providing customized financial solutions. Their mission is to help clients achieve financial independence through innovative strategies and a goals-based planning approach. The firm emphasizes building long-term relationships founded on trust, respect, and community involvement.Explore more
Lerner Org Chart
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Lerner Financial is an independent fiduciary firm based in Big Rapids, MI, specializing in comprehensive financial planning and health benefits. With over 230 years of combined experience, they cater to a diverse clientele including educators, families, medical professionals, and entrepreneurs, providing customized financial solutions. Their missio... Read More
