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Financial Planning

As part your relationship with the Wealth Management group, our financial planning professionals will help you develop a dynamic plan that responds to your changing needs. We’ll also assess your current financial situation to see if your existing plan is on track to meet your life goals.

Your Financial Health:

  • Retirement Planning - Comprehensive strategies to achieve your retirement objectives.
  • Estate Planning - Plan for the settlement of your estate and distribution of your assets.
  • Income Tax Planning - Establish tax planning strategies to protect your assets.
  • Investments - A full range of investment options designed to meet your goals.
  • Risk Management - Identify and prioritize risks, and create strategies to mitigate them.

D Cator


We have a team of dedicated professionals available to you, when you need them.


Regular Reviews

We will meet with you regularly to review your strategy, making adjustments based on changes in your life.


Holistic Wealth Management and Advice

For everything from investments, to retirement and estate planning.


Access to Full-Service Banking

As part of a full service financial institution, we can align you with in-house representatives to solve all of your financial needs.


Trust Powers

Discover the CNB difference.

As the only local, full-service, community-owned financial institution in the Greater Rochester Area, CNB is investing in you, your business, and your community. Our CNB Wealth Management is here to service individuals, families, businesses, foundations, and not-for-profits. Their expertise includes investments, financial planning, trust & estate, retirement, institutional, private banking, family wealth and more. With a local presence and commitment to concierge-level service, they will deliver an experience that exceeds expectations.

This material is provided for general information purposes only. 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 its affiliates, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.