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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. 

Planning

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

Insurance

Please note: appointments are currently being conducted by phone.

Canandaigua-Investment-Services-Jul20
  

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. 

Learn More

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. 

Meet the Financial Advisors

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 Life, Auto, Home and more Insurance Quotes.  

Online 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.

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. 

Please note: appointments are currently being conducted by phone.

Planning

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

Insurance


J Lack

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.


Learn More

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.


Meet the Financial Advisors

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 Life, Auto, Home and more Insurance Quotes.


Online 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.


FINRA_BrokerCheck
 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 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.

CNB Insurance Agency is a wholly owned subsidiary of The Canandaigua National Bank and Trust Company. Products offered through CNB Insurance Agency are not deposits or obligations of, or guaranteed, or endorsed by, The Canandaigua National Bank and Trust Company. These products are not federally insured by the Federal Deposit Insurance Corporation or the Federal Reserve Board. Insurance Companies offering products through CNB Insurance Agency are independent of and not affiliated with The Canandaigua National Bank and Trust Company or CNB Insurance Agency.