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Matthew Fallon Ameriprise Financial Advisor

Matthew Fallon

CFS®, CRPC®, AAMS®

Financial Advisor

Senior Vice President, MERENDINO, LIANA & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

We shape financial solutions for a lifetime.®

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516.683.1111

matthew.j.fallon@ampf.com

 
 

8

Years of Experience

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MERENDINO, LIANA & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Qualifications

  • Business Financial Advisor
  • Chartered Retirement Planning Counselor
  • Accredited Asset Management Specialist
  • Certified Fund Specialist
View Definitions

Office Locations

1600 Stewart Ave
Ste 303
Westbury, NY 11590-6611
Map Phone: 516.683.1111 Fax: 516.683.8065

Hours: Monday9 a.m. - 5 p.m.
Tuesday9 a.m. - 5 p.m.
Wednesday9 a.m. - 5 p.m.
Thursday9 a.m. - 5 p.m.
Friday9 a.m. - 5 p.m.

Please call ahead to make an appointment. Hours may vary.

8008 20th Ave
Brooklyn, NY 11214-1809
Map Phone: 718.676.4188

Awards & Recognition

  • Ameriprise Circle of Success, 2008

Professional Networks

View my LinkedIn Profile

Education

  • Bachelor of Science in Finance & Management, University of Delaware

Professional Associations

  • Member of FPA - Financial Planning Association

My Approach

MERENDINO, LIANA & ASSOCIATES enjoys the resources and support of our collective knowledge, with individual certifications and designations like CRPC®, AAMS®, CFS. We put this knowledge to work for you to provide a more complete view of your finances from different perspectives. You also enjoy the support of the vast resources of Ameriprise Financial, which includes hundreds of specialists in the challenging areas of investment, trust, taxes and more. Together, our local and our national teams can help you reach your financial goals.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

Areas of Focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Employee Stock Options

Interests

  • I enjoy playing golf as a way to relax and enjoy nature
  • I play wood-bat baseball in a local league
  • I love animals, especially dogs
  • I participate in motorsports during my free time

Community Participation

Ducks Unlimited

Derek Jeter's Turn 2 Foundation

Nassau County AHRC Foundation, Inc.

South Queens Boys and Girls Club

Town of Islip Great South Bay Triathalon

Autism Speaks- Long Island Chapter

My Photos

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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License Information

I am licensed and registered to conduct business in NY.
Based on licenses and registrations I hold, I may also conduct business in CT, NH, MD, AZ, OH, NC, FL, MA, NJ.
  • 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.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • 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.