Lerner Financial

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Lerner Financial Our mission is to partner with our clients to help them achieve financial independence.

Daylight Saving Time ends on Sunday, November 1st! Remember to turn your clocks back one hour at 2:00 AM and enjoy an ex...
10/31/2026

Daylight Saving Time ends on Sunday, November 1st! Remember to turn your clocks back one hour at 2:00 AM and enjoy an extra hour of sleep.

10/31/2026
UPDATE- THE WINNER IS HOLLY AND TRISHA - AKA BOB ROSS!! Congrats!Please vote for your favorite
10/30/2026

UPDATE- THE WINNER IS HOLLY AND TRISHA - AKA BOB ROSS!! Congrats!

Please vote for your favorite

This one is especially meaningful to us! ❤️ As a firm with deep roots in the Big Rapids community and a long history of ...
10/19/2026

This one is especially meaningful to us! ❤️ As a firm with deep roots in the Big Rapids community and a long history of supporting Ferris State Athletics, we’re proud to partner with Bulldog Hockey for the 2026–27 season. We’re excited to see the Lerner Financial logo on the jerseys and can’t wait to cheer on the Bulldogs this season! 🏒 Go Dawgs!

JERSEY PATCH! Ferris State Hockey announces first-ever jersey patch partnership with Lerner Financial! https://tinyurl.com/49br7pbv

🎉 Happy Birthday, Lisa! 🎂Wishing you a wonderful birthday filled with lots of happiness, laughter, and all the things th...
10/11/2026

🎉 Happy Birthday, Lisa! 🎂

Wishing you a wonderful birthday filled with lots of happiness, laughter, and all the things that make your day special! We’re so glad to have you as part of the Lerner Financial team. ❤️

Hope you have a fantastic day, Lisa! 🥳

🎀 October is Breast Cancer Awareness Month 🎀This month, we stand together to support those affected by breast cancer, ho...
10/09/2026

🎀 October is Breast Cancer Awareness Month 🎀

This month, we stand together to support those affected by breast cancer, honor survivors, remember those we’ve lost, and encourage everyone to prioritize their health.

đź’— Spread awareness.
đź’— Support one another.
đź’— Schedule your screenings.
đź’— Share hope.

Together, we can make a difference! 💕🎀

🎉 Happy Work Anniversary, Trisha! 🎉Today we’re celebrating an incredible 23 years with Lerner Financial! Since October 6...
10/06/2026

🎉 Happy Work Anniversary, Trisha! 🎉

Today we’re celebrating an incredible 23 years with Lerner Financial! Since October 6, 2003, Trisha has been a valued part of our team, bringing dedication, kindness, and so much to our office.

Thank you, Trisha, for 23 wonderful years of hard work and commitment. We’re lucky to have you on the Lerner team! ❤️

Here’s to many more years together! 🥂

09/22/2026

📢 2026 Shred Event is Coming! 📢

It’s time to safely clear out those old documents! Join us for our upcoming Shred Event on Wednesday, September 23, 2026, from 2:30 PM–5:30 PM.

This year’s event will benefit Eagle Village! When bringing your shred, please consider making a donation to support their important work in our community.

📍 Location:
15505 Waldron Way
Big Rapids, MI 49307

Bring your confidential documents in non-returnable bags or boxes—everything will be recycled!

We’ll also have information available about volunteer opportunities and how Eagle Village makes a difference in our community.

We hope to see you there!

🎉 Happy Work Anniversary, Lisa! 🎉Thank you for all that you do and for being such a valued part of the Lerner Financial ...
09/17/2026

🎉 Happy Work Anniversary, Lisa! 🎉

Thank you for all that you do and for being such a valued part of the Lerner Financial team. We appreciate your hard work, dedication, and the positive energy you bring to the office each day!

Cheers to celebrating you and another great year with the team! 🥳

Address

15505 Waldron Way
Big Rapids, MI
49307

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12317968621

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