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.
Specifically, we can make sure you have solid answers to these key questions:
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.
A LITTLE MORE ABOUT DAVID:
Community and Volunteer Activities:
Check the background of Investment Professionals associated with this site on FINRA’s BrokerCheck.
*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 Securities and Advisory Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Securities and Advisory 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 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.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
Mutual Security Credit Union provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution is not a current client of LPL for advisory services.