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Financial Plan

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Financial Planning Banner

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.

Our local team of 10 CERTIFIED FINANCIAL PLANNER™ professionals can meet with you to assess your current situation and create a holistic financial solution that’s tailored to you. As a client, you’ll enjoy seamless access to comprehensive financial services through CNB. And no matter the size of your relationship, you’ll get the same personal attention we’ve used to build long-term client relationships. All backed by a Pledge of Accountability:* our promise to provide the highest level of service.

Questions?
Contact us at (585) 419-0670
- or -

ROCHESTER

600 East Avenue

CANANDAIGUA

72 South Main Street

BASIN PARK

1150 Pittsford-Victor Road

Questions?
Contact us at (585) 419-0670
- or -

ROCHESTER

600 East Avenue

CANANDAIGUA

72 South Main Street

BASIN PARK

1150 Pittsford-Victor Road


*To see the full version of our CNB Pledge of Accountability and the details of our Fee Refund Guarantee, visit CNBank.com/Pledge. Investments are not bank deposits, are not obligations of or guaranteed by Canandaigua National Bank & Trust, and are not FDIC-insured. Investments are subject to investment risks, including possible loss of principal amount invested. Other services may be offered through affiliate companies.

Investments are not bank deposits, are not obligations of or guaranteed by Canandaigua National Bank & Trust, and are not FDIC-insured. Investments are subject to investment risks, including possible loss of principal amount invested. Other services may be offered through affiliate companies.