Upgrade for a Better Experience

Canandaigua National Bank & Trust would like to encourage all of our customers to update their internet browsers as new releases are made available. Using the most recent browser version ensures the best security, design experience, speed and functionality.

Continue to CNBank.com

If you have any comments or concerns, please contact our Customer Call Center at 585.394.4260 ext. 0.

You > Financial Planning Strategies

Retirement Planning

Whether you're planning for your own retirement or looking for a retirement plan for your company's employees, CNB 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 options CNB has to offer, and we can even handle the management of investments for you through our ChosenTM Investment Strategies.

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. 

So start planning for your future, at CNB.

Traditional IRA

Invest before-tax dollars and pay taxes on withdrawals

Roth IRA

Invest after-tax dollars and take withdrawals tax free.

Inherited IRA

Options available for those who inherit an IRA.

Rollover IRA

Consolidating your IRA assets.

IRA Service CenterTM

Learn more about IRAs. Open a CD or Money Market IRA. Service an existing IRA.

Employer-Sponsored Retirement Plans

Retirement plans for your business or organization.

Related Services:

Investment PlanningTrust and Estate Planning |  Insurance Planning  |  Financial Planning

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.

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.