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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

Geoffrey DeMarco

Geoffrey DeMarco, AIF®, CIMA®

Accredited Investment Fiduciary

Susanne Barbaro

Susanne Barbaro

Registered Administrative Associate, LPL Financial

Kim Downey

Kim Downey

Executive Assistant

Matthew Harper

Matthew Harper

Client Service Associate

Contact Us
Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.
Learn More
Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn More
3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.
Learn More

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