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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.
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FIRE Retirement

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.
Learn More
How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?
Learn More

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