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CNB Financial Planning


Protect your retirement assets with a choice of portfolios, proven principles, and personal service. Our 13 CERTIFIED FINANCIAL PLANNERS™ can help you address any uncertainty you have about your retirement plan and provide you with the information required to make important financial decisions. Our suite of fully diversified, high-quality investment options gives you the flexibility you need to create a sound strategy to meet your goals.

Don't have a financial plan? Now is the time to begin.  Let CNB Wealth Management develop and manage a new custom financial plan just for 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*

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

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.