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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.
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Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn More
Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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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