Whether you're planning for your own retirement or looking for a retirement plan for your company's employees, Canandaigua National Bank & Trust can help.
If you're preparing for your own retirement, our experienced Retirement Services Officers will help you establish your financial goals and develop a plan that will help you achieve them. We'll educate you about the many investment options CNB has to offer, and we can even handle the management of those investments for you through our ChosenTM Structured Portfolios1, ChosenTM Active Portfolios, ChosenTM Retirement Year Portfolios1, and The Chosen Funds® 2.
CNB can also help you find the right employer-sponsored retirement plan for your company and your employees, be it a 401(k), 403(b), Solo 401(k), SIMPLE IRA, a profit-sharing plan, or another option while having a variety of investment choices available through our ChosenTM Retirement Year Portfolios1 and The Chosen Funds® 2.
So start planning for your future, at CNB.
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Invest before-tax dollars and pay taxes on withdrawals |
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Invest after-tax dollars and take withdrawals tax free. |
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Options available for those who inherit an IRA. |
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Consolidating your IRA assets. |
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Comparisons of IRAs. |
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Retirement plans for your business or organization. |
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Related Services:
Investment Planning | Trust and Estate Planning | Insurance Planning | Financial Planning
Chosen and The Chosen Funds are trademarks of The Canandaigua National Bank and Trust Company. Before investing using mutual funds consider the fund’s investment objectives, risks, charges and expenses. For more complete information, including charges and expenses, contact your financial advisor for a prospectus. Read the prospectus carefully.
1Portfolios are managed by OBS Financial Services, Inc., an SEC Registered Investment Advisor, and are comprised of investments from Dimensional Fund Advisors, Inc. 2Investment options are not proprietary mutual funds and are not to be considered a recommendation of any individual security.
This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.