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
The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Learn More
How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.
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.