Let CNB Wealth Management create a custom strategy, so you’re ready when retirement
comes. Our approach to retirement planning starts with you. We listen to your needs and work
to understand your goals to help ensure that you remain on track to meet your objectives.
As A Client of CNB Wealth Management You Will Enjoy:
- Customized Strategies - suite of fully diversified, high-quality investment options
- Team of Advisors - non-commissioned, trusted advisors with an average of more than 20 years of experience
- Pledge of Accountability - our promise to provide the highest level of service*
Investments | Financial Planning | Trust Services | Estate Services | Retirement | Institutional | Private Banking | Family Wealth
*To see the full version of our CNB Pledge of Accountability, visit CNBank.com/Pledge.
This material is provided for general information purposes only. Investments and insurance products are not FDIC insured, not bank deposits, not obligations of, or guaranteed by Canandaigua National Bank & Trust or any of its affiliates. Investments are subject to investment risks, including possible loss of principal amount invested. Past performance is not indicative of future investment results. Before making any investment decision, please consult your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.