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Mutual Security Investment and Retirement Services

Individualized investment services to help you plan for your future and achieve your financial goals.

Mutual Security Investment and Retirement Services

The Mutual Security Investment & Retirement Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Service, Inc. is an affiliate of CUNA Mutual Group.

Headshot of financial adviser, David Dufour

Meet Our Financial Advisor, David Dufour

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline, and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use, and transfer assets in the most advantageous way. Periodically we'll review your situation and adjust as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

As a trusted partner of Mutual Security Credit Union, I have a strong history of working with credit union members, their family, and their friends. I also have access to a wide variety of investment and insurance products.

I have over 29 years of financial services industry experience, and am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I’m also a licensed representative of CMFG Life Insurance Company.

Please contact me for a no-cost, no-obligation consultation.

Learn more about our Investment and Retirement Services

A LITTLE MORE ABOUT DAVID:

Education:

  • Bachelor of Economics, Eastern Connecticut State University

Personal:

  • David and his wife, Tammy, have two sons
  • He enjoys golfing, skiing, and fishing

Community and Volunteer Activities:

  • American Junior Golf Association Volunteer
  • Financial Planning
  • Wealth Preservation
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Tax-advantaged Investment Planning

Check out David’s full background on FINRA’s BrokerCheck.  

*Mutual Security Investment & Retirement Services Advisors are registered representatives of CUNA Brokerage Services, Inc. **Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. 

FR-2259467.1-0918-1020

Start planning for your future today!

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