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2645 South Road Suite 8 Poughkeepsie, NY 12601

845-454-4110
Matthew.Cruz@lpl.com
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DSL Financial Services 


Our Mission

Regarding Retirement 

How does your ideal retirement differ from reality, and what can we do to better align the two?

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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Meet the Team

Christopher Downey

Christopher Downey, AWMA®

LPL Branch Manager

Matthew J. Cruz

Matthew J. Cruz, AIF®, CRPS®
Conferred by the College for Financial Planning

Accredited Investment Fiduciary

Narinder S. Bains

Narinder S. Bains, CRPC®
Conferred by the College for Financial Planning

Chartered Retirement Planning Counselor

Susanne Barbaro

Susanne Barbaro

Registered Administrative Associate, LPL Financial

Eric Bojarczuk

Eric Bojarczuk

Financial Consultant, AIF®

Kelsi Sedore

Kelsi Sedore

Registered Administrative Associate, LPL Financial

Kim Downey

Kim Downey

Executive Assistant

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Check Out This Quarter's Newsletter

We work to make sure you have a complete planning and investment program tailored to you and your family.  We want you to be prepared for life's challenges and opportunities.

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The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?
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Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
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LET'S GET CONNECTED

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