You > Planning/Insurance


Our Financial Advisors listen to your needs, personally analyze your situation, make realistic recommendations, and review progress with you regularly.  Offering simplified investing and insurance planning advice using products such as mutual funds, government securities, and annuities to assist in achieving personal goals. 


  • Assessing current financial situation.
  • Protecting against financial crisis. 
  • Asset allocation.
  • Planning for retirement.
  • Investing for major expenses.
  • Preserving wealth/estate planning.**



Canandaigua Investment Services

Planning and more.

Our Financial Advisors are responsible for providing you with the education and advice necessary for you to maintain your overall financial health and wellness. 

Advisor Meeting  

Experienced Advisors

Licensed brokerage individuals.

Our experienced team of financial advisors will work with you to create personal investment strategies to help you reach financial goals - whether you are saving for retirement, college education or developing a well-rounded portfolio. 

Insurance Quotes  

Online Insurance Quotes

Quick and Easy.

CNB has made getting insurance quotes easier.  Simply click the button below and complete the application for Auto, Home and more Insurance Quotes.  

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. At CNB Insurance Agency, we offer comprehensive solutions to help you protect what’s most important to you. Our expertise includes life insurance, wealth transfer, long-term care insurance, fixed annuity, disability insurance, estate planning services, and more.

 Check the background of our investment professionals or the firm.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives.
Investments and Insurance products are: *Not FDIC insured *May lose value *Not bank guaranteed *Not a deposit *Not insured by any federal government agency.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdiction in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information, please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site.

View Cetera Investment Services privacy policy, business continuity plan, and other important information.

**For a comprehensive review of your personal situation, always consult with a legal or tax advisor. Neither Cetera Investment Services, Cetera Investment Advisers nor any of its representatives may give legal or tax advice.

72 South Main Street, Canandaigua, NY 14424  |  (585) 394-4260

CNB Insurance Agency is a wholly owned subsidiary of Canandaigua National Bank & Trust. Insurance Companies offering products through CNB Insurance Agency are independent of and not affiliated with Canandaigua National Bank & Trust, any of its affiliates, or CNB Insurance Agency. Canandaigua National Bank & Trust will not condition an extension of credit on either the consumer’s purchase of an insurance product or annuity from Canandaigua National Bank & Trust or any of its affiliates, or the consumer’s agreement not to obtain, or a prohibition from obtaining, an insurance product or annuity from an unaffiliated entity.