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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 13 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


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.