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CNB Financial Planning

Let CNB Wealth Management develop and manage a custom financial plan just for you.

Developing a sound financial plan now can help you meet your needs and achieve your dreams in the future. Let one of our
10 CERTIFIED FINANCIAL PLANNER™ professionals assess your current situation and create a holistic financial solution that's tailored to you.

As A Client of CNB Wealth Management You Will Enjoy:

Seamless access to comprehensive financial services - through Canandaigua National Bank & Trust
Personal attention - no matter the size of the relationship
Pledge of Accountability - our promise to provide the highest level of service

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CNB Financial Planning

Let CNB Wealth Management develop and manage a custom financial plan just for you.