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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 Fed and How It Got That Way</p>

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
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<p>A Checklist for When a Spouse or Parent Passes</p>

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.
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<p>Will Power</p>

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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LET'S GET CONNECTED

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