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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 

COVID-19 Response

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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

Registered Sales Assistant, LPL Financial

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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<p>The Power of Compound Interest</p>

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
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<p>What's New for Social Security?</p>

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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<p>When to Self-Insure</p>

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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LET'S GET CONNECTED

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