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2645 South Road, Suite 8, Poughkeepsie, NY 12601

845-454-4110
Matthew.Cruz@lpl.com
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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
Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Learn More
Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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."

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