American Eagle Financial Services, can help you with your investment decisions. Through the affiliation of our financial consultant(s) with LPL Financial, American Eagle Financial Services gives you access to financial products and services that offer your a wide range of options.
In today's financially demanding and complex world, investment choices are more difficult. Working with a financial investment professional is more important than ever. The decision to invest is simple, but deciding how and where to invest your hard-earned dollars gets more complex every day. With investment choices including IRA savings accounts, term certificates, mutual funds, and annuities, putting a professional to work for you could be one of the most important decisions you'll ever make.
Our Financial Consultants Can Help You:
Identify your financial needs and objectives
Set your short-term and long-term goals
Determine a plan to help reduce taxes
Understand the benefits of asset allocation
Develop a financial plan designed to meet your goals
Position your assets to protect your estate at death
Monitor your strategy and respond to changing lifestyles and market fluctuations
Call or email today for a no-obligation, complimentary financial consultation!
DIANE BRETT, FINANCIAL CONSULTANT
Diane Brett, Financial Consultant, has over thirty years of experience in the financial services industry. She is a registered Investment Representative and has FINRA Series 7, 24, and 65 registrations held with LPL Financial. She also holds a Connecticut Life Insurance and Variable Contracts License.
Diane's experience includes all aspects of financial planning and investment management, including retirement planning, tax-reduction strategies and education funding. Diane works with you to understand your objectives for growth and income as well as your needs for security.
Diane is based at American Eagle Financial Credit Union, 417 Main Street, East Hartford. She serves clients in the following branches: East Hartford, Enfield, Engineering, L-Mezzanine, Manchester, Research, South Windsor, and Vernon. To schedule a complimentary financial consultation, contact Diane at 860.568.2020, ext. 5381 or email@example.com.
View Diane's FINRA Broker Check Profile.
David dufour, Financial Consultant
David Dufour, Financial Consultant, has been working in the financial services industry for over 25 years. He is a Registered Representative and an Investment Advisor Representative. Throughout his career he has worked at firms such as Connecticut Mutual Life, Fidelity Investments, and First Niagara Bank. He holds FINRA Series 7, 66, and 63 securities registrations with LPL Financial, as well as his Connecticut state life and health insurance license.
David works with his clients to gather an understanding of their personal and financial objectives in order to create a plan specific to every client’s needs. David is available to answer all of your financial and retirement planning questions. To arrange a complimentary review of your financial portfolio, please call or e-mail David to arrange your financial consultation.
David is based at American Eagle Financial Credit Union, 378 New Britain Avenue in Plainville. He serves clients in Bloomfield, Cromwell, Farmington, Glastonbury, Middletown, Newington, Plainville, Southington, and West Hartford. Contact David at 860.568.2020, ext. 5382, or e-mail firstname.lastname@example.org, to arrange a complimentary financial consultation.
View David's FINRA Broker Check profile.
Securities offered through LPL Financial, member FINRA/SIPC. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor. Insurance products offered through LPL Financial or its licensed affiliates. American Eagle Financial Credit Union and American Eagle Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not NCUA Insured
No Credit Union Guarantee
May Lose Value
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Connecticut.