Our Experts Can Educate You About Your Retirement Plan Options
Unsure where your retirement assets are headed?
CNB can help explore uncertainties you may have about retirement funding and review CNB options for you to consider.
Canandaigua National Bank & Trust has been a part of our community since 1887. Our non-commissioned, trusted advisors at the Wealth Strategies Group average over 20 years of experience in providing sound financial education and advice to our friends and neighbors. Our advisors can discuss Rollover IRA options customized to your needs that include high quality, fully diversified investment choices through our Chosen Structured Portfolios1 and Chosen Active Portfolios. You’ll also receive a higher level of personal service—and a Pledge of Accountability that includes a money back guarantee2.
Our advisors are regularly featured on the WHAM 1180 news radio talk show “Ask the Experts”, and author articles published in the Rochester Business Journal and 55+ Magazine. They also hold certifications in retirement services (CRSP, CISP, and CPC), financial planning (CFP®), investment analysis (CFA, AFIM, CMFC®), and trust administration (CTFA and CSNP).
Let our experts show you how to create the right strategy for your retirement goals and educate you about your retirement plan options. If you’d like your questions answered by one of our trusted advisors, you can call on us at 585-419-0670 or complete the Contact Us form for a prompt response.
Related Services:
Investment Planning | Trust and Estate Planning | Insurance Planning | Financial Planning
1Portfolios are managed by OBS Financial Services, Inc., an SEC Registered Investment Advisor, and are comprised of investments from Dimensional Fund Advisors, Inc. Investments are not FDIC insured are not deposits or other obligation of or guaranteed by Canandaigua National Bank & Trust or OBS Financial Services, Inc. Securities are subject to investment risk, including possible loss of the principal amount invested.
2Pledge of Accountability Fee Refund Rules. You, our Customer, are entitled to have the Annual Fee charged by CNB for management of your CNB Wealth Strategies Group Account returned should Canandaigua National Bank & Trust fail to deliver on the "Pledge of Accountability" requirements as described above. The Annual Fee is defined as the then prevailing fee charged by CNB under the terms of your Account Agreement based on the market value of the assets under management as of March 31 of any given calendar year up to $10,000. Our Pledge of Accountability to you will be effective after you have signed and returned the Pledge to your CNB Relationship Manager. Only individual accounts where CNB Wealth Strategies Group has full discretion qualify. Custody, Self-Directed and IRA Self-Directed accounts are excluded. To be eligible, your Account must be opened for a minimum of 1 year.