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David Dufour
Financial Advisor
Email David
(860) 828-2790 Ext. 8945

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 financial professional located at Achieve Financial 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 LPL Financial Investment Advisor.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation or visit our LPL Financial page to 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.

Professional Services:

  • Financial Planning
  • Wealth Preservation
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Tax-advantaged Investment Planning

Complimentary Virtual Financial Education Workshops

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:

  • What are the rules of the road for receiving Social Security?
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How can you use annuities to guarantee income for life?
  • How does behavioral finance affect investment decision-making?

UPCOMING WORKSHOPS

There are currently no webinars scheduled at this time. Please check back at a later date for more events. 

 

The financial professionals at MEMBERS Financial Services are registered representatives with, and 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. Achieve Financial Credit Union and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Achieve Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Achieve Financial Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are: