Lerner Financial

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

🎉 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.

💗 Spread awareness.
💗 Support one another.
💗 Schedule your screenings.
💗 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! 🥳

Happy Birthday, Nick! 🎉🥳 Wishing you an amazing day filled with laughter, celebration, and all your favorite things. We ...
09/15/2026

Happy Birthday, Nick! 🎉🥳 Wishing you an amazing day filled with laughter, celebration, and all your favorite things. We hope you have a fantastic year ahead!

Help us wish Nick a very Happy Birthday! 🎂🎈

🎉 Happy Birthday, Kelly! 🎂Wishing you a fantastic day filled with happiness, laughter, and plenty of cake! We hope your ...
09/15/2026

🎉 Happy Birthday, Kelly! 🎂

Wishing you a fantastic day filled with happiness, laughter, and plenty of cake! We hope your year ahead is as wonderful as you are. Enjoy your special day! 🥳

Happy Work Anniversary, Kelly! 🎉Thank you for all you do and for being such an important part of the Lerner Financial te...
09/12/2026

Happy Work Anniversary, Kelly! 🎉

Thank you for all you do and for being such an important part of the Lerner Financial team. We appreciate your hard work, dedication, and everything you bring to the office each day. Here's to celebrating you and another great year ahead!

🍋 Supporting Tripp’s Lemonade Stand! 🍋The Lerner Financial team is proud to support Tripp and his lemonade stand—and we’...
09/11/2026

🍋 Supporting Tripp’s Lemonade Stand! 🍋

The Lerner Financial team is proud to support Tripp and his lemonade stand—and we’re loving our new Tripp’s Lemonade Stand T-shirts! 👕🍋

Tripp is doing more than serving up some delicious lemonade. He’s making a positive impact in our community, bringing people together, spreading kindness, and showing that even a small idea can make a BIG difference. 💛

We’re proud to wear our shirts, cheer Tripp on, and support the amazing example he’s setting for our community. Keep shining, Tripp! 🍋👏

Lerner Financial is happy to stand behind local kids who are making a difference!

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

Website

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