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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

Geoffrey DeMarco

Geoffrey DeMarco, AIF®, CIMA®

Accredited Investment Fiduciary

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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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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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LET'S GET CONNECTED

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