
What makes CNB Wealth Management different?
Canandaigua National Bank & Trust was incorporated in 1887 and granted trust powers in 1919. CNB
Wealth Management offers a breadth of wealth solutions - including seamless access to complete financial
services and credentialed, non-commissioned professionals with experience across many disciplines.
It's all delivered with concierge-level service, backed by a Pledge of Accountability.
Wealth Solutions:
- Investments - To navigate you through
varying economic situations.
- Financial Planning
- Creating plans that focus on specific goals you are trying to reach.
- Trust
Services - As Trustee, we can accept full fiduciary responsibility.
- Estate Services - As Executor, we can
fulfill all estate administration responsibility.
- Retirement
- Looking for a start-up plan, nearing retirement or are retired.
- Institutional - Endowment Management,
Family Foundations and 403(b) Plans.
- Private Banking - Serving the complete
financial needs of high-net-worth clients.
- Family
Wealth - Working together to achieve your family goals.
Pledge of Accountability.
Our Pledge of Accountability is our commitment to deliver the service and experience you
deserve from your financial advisor - with a money back guarantee.
Comprehensive. Holistic
Planning.
Our many decades of growth and success come as a direct result of our commitment to offering
our clients concierge-level service that builds long-lasting relationships.
Experienced. Credentialed.
Non-commissioned.
With an average tenure of over 20 years, our advisors care for you and your overall financial
well-being while providing a higher level of service in the marketplace.
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. With
local decision making and loan processing, your experience will be swift &
simple. We offer competitive interest rates for home equity loans, auto loans, debt
consolidation, home improvement loans, and more.