Skip to main content

  •  Tel: (845) 454-4110
  •  Toll Free: (800) 890-9117
  •  Fax: (845) 473-0305
  • Client Login
  •  
  •  
  •  

  • Home
  • About Us 
    • Our Associates
    • About LPL Financial
  • Services
  • Events
  • Resources 
    • Useful Websites
    • Blog
  • Client Login
  • Contact

DSL Financial Services COVID-19 Response

Our investment is in you.

Our investment is in you.

Our investment is in you.

  Previous   Next

    You are here

  1. Home
  2. Information Request

Information Request

In our experience, we have found that there are several roadblocks -- lack of goals, inappropriate investments, and procrastination -- that keep most people from achieving financial success. Your ability to pursue your financial goals may depend on how well you are able to steer clear of these roadblocks. Our extensive library of financial articles and reference material is broken down into several areas.

In the areas that are a concern to you, please list some specific topics of interest. For example, if you wanted more information on long-term care, write long-term care in the text box next to Risk Management.

After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will prepare you a package from our library. All information will be kept confidential.

Information Request

Contact Information

Book a Meeting

Tell a Friend

2645 South Road Suite 8
Poughkeepsie, NY
12601 United States

  •  Tel: (845) 454-4110
  •  Toll Free: (800) 890-9117
  •  Fax: (845) 473-0305
  •  matthew.cruz@lpl.com
  •  
  •  
  •  

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA / SIPC.

The LPL registered representative of DSL Financial Services may only discuss securities or transact business with persons who are residents of AK, AL, AZ, CA, CO, CT, DC, FL, ID, IL, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, & WI .

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

© 2021 DSL Financial Services. All rights reserved.

Website Design For Financial Services Professionals