The Pitti Group - Morgan Stanley Team - CANANDAIGUA, NY
Morgan Stanley
The Pitti Group
at Morgan Stanley
Portfolio Management Group
3225 STATE ROUTE 364
Suite 5
CANANDAIGUA, NY 14424
tel: (585) 393-2000
toll-free: (800) 640-7933 
fax: (585) 393-0594
L to R: Salvatore Pitti, Maryann Spychalski, Kelly LaVoie, Nancy Rogers, Matthew Pitti.
Financial Planning
  • Family Records Organizer
  • Ten things you should know about 529 College Savings Plans
  • Retirement Standard: Lifestyle Review
  • Retirement Standard: Social Security Benefits
  • The IRA Rollover - Making Sense Out of Your Retirement Plan Distribution
  • Converting Your Assets to an IRA When You Retire
  • Roth IRA: A Tax-Smart Retirement Strategy
  • The Morgan Stanley Business Owner Checklist
  • Exit Strategies for Small-Business Clients
  • How can trusts help me achieve my wealth goals?
  • When to Consider a Living Trust
  • Liquidity Solutions for Nonprofit Organizations
  • Plan Sponsor Insights newsletter – Spring 2014
  • New York Tax Report - 2014 Edition
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Awards Disclosures
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