LERNER

With over 230 years of combined experience, we've helped thousands of educators, families, medical professionals, entrepreneurs and more find financial clarity. As an independent, fiduciary firm, developing solutions entirely customized to your needs is our specialty... Similar to the values on which we were founded, our mission is straightforward: we are committed to partnering with our clients to help them achieve financial independence by using a unique process of innovative strategies and concepts.

Primary location: Big Rapids United States