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Investments and Planning

What makes investing and wealth management with CNB different?  The Wealth Strategies Group at CNB offers the planning, education and advice you need to care for your total financial health and well-being.  Since our trust powers were granted in 1919, we have been building long-term relationships measured in generations, not years.   

Our Areas of Expertise:  

OurPlanning      
Relationships measured in generations, not years.
Comprehensive. Holistic Planning.

Our many decades of growth and success come as a direct result of our commitment to offering our clients the kind of personalized service that builds long-lasting relationships.  

Comprehensive Planning Services

OurPledge
     
Our expertise is in numbers, but our word is what's more important.
Pledge of Accountability.

Our Pledge of Accountability is our commitments to deliver the service and experience you deserve from your financial advisor - with a money back guarantee.

Learn More

OurPeople
     
Local, experienced advisors you can trust.
Non-commissioned. Customer-focused.

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.

Meet the Team

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. 
 

Since 1919, we have been building long-term relationships and providing financial planning guidance. We having been building long-term relationships and providing life-long financial planning guidance.  


Our Areas of Expertise:
 
 


OurPlanning
Relationships measured in generations, not years.
Comprehensive. Holistic Planning.

With an average tenure of over 20 years, our advisors care for you your overall financial well-being while providing a higher level of personal service in the marketplace.



OurPledge
Our expertise is in numbers, but our word is what's more important.
Pledge of Accountability.

Our Pledge of Accountability is our commitments to deliver the service and experience you deserve from your financial advisor- with a money back guarantee.



OurPeople
Experienced advisors you can trust.
Non-Commissioned. Customer-focused.

With an average tenure of over 20 years, our advisors care for your overall financial well-being while providing a higher level of service in the marketplace.



Why bank with CNB?
As the region's only local, full-service, community-owned financial institution in Rochester, NY, we've grown by offering competitive banking options and the kind of personalized service that builds long-lasting relationships.