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COVID-19 UPDATE: All Mutual Security Credit Union lobbies are open during regular business hours. Please continue to wear a face mask, use hand sanitizer, and social distance when inside. If you have any questions, please don't hesitate to contact us.

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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 Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Headshot of financial professional, David Dufour

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, 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 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 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 or visit our CUNA Brokerage 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 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 Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-3187693.1-0820-0922

Start planning for your future today!

Contact David