Mary L. Falco

Mary L. Falco

Financial Consultant

Office: 516-328-1462
Fax: 631-630-6930

A Creative Retirement Planning, Inc., mainstay and family member, Mary has worked closely with founder William W. Parrott, John L. Parrott, Mark C. Parrott and each of our clients for 25+ years.  Once you entrust your business with us it is Mary who can advise you on investing, rebalancing, answers questions and make sure everything is in order for each client.

With a career in client relations, Mary has acquired a number of securities registrations including Series 7, 6 and 63 plus life, accident and health insurace licenses.  She is also a Notary.  The part of her job, Mary finds the most satisfying is helping clients.  "Investing can be a confusing, unnerving subject, especially when the spouse/ partner who has taken care of the finances passes away," she notes.  "I enjoy working with each of our clients but I especially like helping others in their time of need."

When not in the office, Mary enjoys creating art, gardening and spending time with her husband Bob and son Kevin, who most of our current clients helped welcome into this world when he was born !

Mary Falco is a Registered Representative with Royal Alliance Associates, Inc.