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2645 South Road Suite 8 Poughkeepsie, NY 12601

845-454-4110
Matthew.Cruz@lpl.com
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Our Mission

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

Kim Downey

Kim Downey

Executive Assistant

Geoffrey DeMarco

Geoffrey DeMarco, AIF®, CIMA®

Accredited Investment Fiduciary

Contact Us
Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.
Learn More
Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn More
Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
Learn More

LET'S GET CONNECTED

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