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.
Invest before-tax dollars and pay taxes on withdrawals
Invest after-tax dollars and take withdrawals tax free.
Options available for those who inherit an IRA.
Consolidating your IRA assets.
Learn more about IRAs. Open a CD or Money Market IRA. Service an existing IRA.
Retirement plans for your business or organization.
Investment Planning | Trust 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.