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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.

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Meet Our Financial Professional, 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, preserve, and position assets in a more 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.

David Dufour headshot

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 financial professional located at 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 30 years of financial services industry experience, and am a Registered Representative of LPL Financial. I also hold a State of Connecticut Insurance License. 

Together we can create a plan for all your goals for your family, your retirement and your life. Please contact me today to schedule an appointment or visit our page to learn more about our investment and retirement services.

Contact David Today!

A Little More About David

Education: Bachelor of Economics, Eastern Connecticut State University

Personal: David has two sons he enjoys golfing, skiing, and fishing with them

Community and Volunteer Activities: American Junior Golf Association Volunteer

Check the background of Investment Professionals associated with this site on FINRA’s BrokerCheck.

Contact David to Start Planning Today

Contact David Today!

 

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mutual Security Credit Union and Mutual Security Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mutual Security Investment & Retirement Services, and may also be employees of Mutual Security Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Mutual Security Credit Union or Mutual Security Investment & Retirement Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union | Deposits or Obligations

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Mutual Security Credit Union provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay Mutual Security Credit Union for these referrals. This creates an incentive for the Mutual Security Credit Union to make these referrals, resulting in a conflict of interest. Mutual Security Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

LPL Financial Form CRS