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Your Business

Employer-Sponsored Retirement Plans

Deciding the right Employer-Sponsored Retirement Plan for your company and your employees can be made easy with Canandaigua National Bank & Trust. Our representatives are available to help you choose a plan that meets your company’s retirement needs. 

Employer-Sponsored Retirement Plans:
  • 401(k) Plans- Offer your employees tax advantages now, and savings in the future. 
  • 403(b) Plans - A retirement savings plan for not-for-profit organizations.
  • Solo 401(k) - Own a business? Maximize your savings and tax deduction potential.
  • Pension/Profit Sharing Plans- Choose the best retirement plan for your employees.
 

Resources

Team of Advisors 
We have a team of advisors dedicated to you, providing holistic education and advice when you need it.

reviews

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

 

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 through our products, personal service, technology, and community support. We offer competitive banking solutions and personalized service that build long-lasting relationships.   

 

Deciding the right Employer-Sponsored Retirement Plan for your company and your employees can be made easy with Canandaigua National Bank & Trust. Our representatives are available to help you choose a plan that meets your company’s retirement needs. 

Employer-Sponsored Retirement Plans:
  • 401(k) Plans- Offer your employees tax advantages now, and savings in the future. 
  • 403(b) Plans - A retirement savings plan for not-for-profit organizations.
  • Solo 401(k) - Own a business? Maximize your savings and tax deduction potential.
  • Pension/Profit Sharing Plans- Choose the best retirement plan for your employees.
 

Resources

Team of Advisors 
We have a team of advisors dedicated to you, providing holistic education and advice when you need it.

reviews

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


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 through our products, personal service, technology, and community support. We offer competitive banking solutions and personalized service that build long-lasting relationships. 

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.