The Pipa Tagliarino Group - Morgan Stanley Team - ROCHESTER, NY
Morgan Stanley
The Pipa Tagliarino Group
at Morgan Stanley
300 LINDEN OAKS SUITE 200
ROCHESTER, NY 14625
tel: (585) 385-5100
toll-free: (800) 825-5334
fax: (585) 389-2299

Welcome

We are dedicated to providing objective, personalized and comprehensive advice to an exclusive clientele. This clientele includes high net worth families, corporate executives and other professionals.


Our experience has found that most of our clientele does not have sufficient time to manage their wealth properly and desire strategies that can help simplify their financial lives.


As wealth managers, we follow a process in order to help address our clients’ complex needs.  Our process assists affluent families in managing their wealth through life’s phases, including the transference of wealth to subsequent generations.  We apply strict disciplines in areas such as financial, retirement, education, and estate planning, in addition to asset allocation and professional investment management and consulting.


We understand that the services, investments, and advice that we employ within our process have a direct effect on our client’s financial future and are a reflection of our credibility and reputation.  We recognize that we only have two assets in this business – our clients and our reputation. We believe, if we provide exemplary service to our clients and always consider their interests first, our reputation will grow. We will then be able to not only keep our existing clients, but also attract others.  This is the key to our growth as financial advisors.


Our overall success is measured by our ability to accurately set and help our clients achieve their often complex long-term wealth management needs, goals, objectives, and dreams.




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