Broker Check

2645 South Road, Suite 8, Poughkeepsie, NY 12601

845-454-4110
Matthew.Cruz@lpl.com
Client Login

Meet the Team

Our Mission
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

Geoffrey DeMarco

Geoffrey DeMarco, AIF®, CIMA®

Accredited Investment Fiduciary

Jeanne Reese

Jeanne Reese

Operations and Client Service Manager

Contact Us
Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.
Learn More
Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.
Learn More
Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Learn More

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

LET'S GET CONNECTED

Thank you!
Oops!

We are unable to accept investment, distribution, or account change instructions via email.  Please call the office at 845-454-4110 for these requests.