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CNB Financial Planning

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In the wake of life changing events, we are often reminded to review our financial plans to ensure that it is up-to-date and still designed to meet our needs. Our 11 CERTIFIED FINANCIAL PLANNERS™ will help assess your existing financial plan to make sure you are still on track to reach your financial 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