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You > Financial Planning Strategies

CNB Wealth Strategies Group Pledge of Accountability

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Our Pledge

  • We will return your calls on the same day.
  • We will meet with you regularly to review your financial well-being.
  • If we haven't kept our pledge, we will happily refund your money.*
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WSG Pledge of Accountability

  1. Our clients are the most important people in our office, whether visiting in person, by mail or email, or by phone. We commit to providing a response within the same day if contacted before 4pm and by the next business day if received after 4pm.
  2. Wealth Strategies Group is here to care for your total financial health. We consider ourselves your trusted advisor - your financial primary care physician. We will make an exceptional effort to understand and satisfy your unique needs.
  3. With your help, we will ensure your CNB investment portfolio is consistent with your financial objectives, time horizon, risk tolerance, and other investments.
  4. We will contact you _____times per year to review progress toward your goals, assess any changes in your situation or goals, and make adjustments, as necessary, to ensure that we jointly stay on track.
  5. CNB will hold all business and personal information pertaining to our client’s affairs in strictest confidence. Your information and identity are safe with us.
  6. Wealth Strategies Group embraces CNB’s core values. Honesty and Integrity • Responsibility • Teamwork • Respect • Innovation • Professionalism • Commitment
    Every aspect of our relationship will be characterized by these values.
  7. Wealth Strategies Group encourages ongoing candid client feedback. We ask that you make us aware of any element of our service not meeting your expectations so that we can take prompt, corrective action. Please contact either your relationship manager or the manager of the Wealth Strategies Group, Scott Trumbower at 585-419-0670. Our goal is to provide you with an exceptional experience.
  8. If we fail to meet our pledge, we will return your annual fee to you.*
 

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*Pledge 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.

 

 

*Pledge 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.