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Matthew Fallon Ameriprise Financial Advisor

Matthew Fallon

CFS®, CRPC®, AAMS®

Financial Advisor

516.683.1111 | matthew.j.fallon@ampf.com

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The Team

MERENDINO, LIANA & ASSOCIATES

1600 Stewart Ave, Ste 303
Westbury, NY 11590-6611
516.683.1111

To serve a retirement minded, goal oriented client base that is open to ongoing financial planning advice and values exceptional client service. Our firm will always act in our clients best interest and strive to exceed their expectations.

Advisors

Joseph Liana

Joseph Liana

Financial Advisor

joseph.m.liana@ampf.com

516.683.1111

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John Merendino

John Merendino

Financial Advisor

john.p.merendino@ampf.com

516.683.1111

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Paul Carrano

Paul Carrano

Financial Advisor

with the practice of John Merendino

Paul.J.Carrano@ampf.com

516.683.1111

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Staff

Michelle Lopez

Michelle Lopez

Business Development Manager

516.683.1111

michelle.s.lopez@ampf.com

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Danielle Mirabella

Danielle Mirabella

Client Service Manager

516.683.1111

danielle.j.mirabella@ampf.com

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Mary Kate Seidell

Mary Kate Seidell

Executive Assistant

516.683.1111

mary.c.seidell@ampf.com

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  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

© 2005-2012 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.