David Dufour
David Dufour
Financial Advisor
(860) 828-2790 Ext. 8945
450 West Main
New Britain, CT 06052
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My Background

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.

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

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? 

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Education . . .

  • Bachelor of Economics, Eastern Connecticut State University

Career Highlights . . . 

  • Financial Services Industry 29 years  
  • FINRA Registered
  • Life, Health and Annuity Licensed 

Personal . . .

  • Married, wife Tammy and two sons
  • I enjoy golfing, skiing and fishing

Community Activities...

  • American Junior Golf Association Volunteer 

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