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IRA Consolidation

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Do you have more than one retirement account?

Consolidate your accounts with CNB Wealth Management.

Let our experts help you determine the right investment plan to meet your goals. Investing your retirement savings in different asset classes is a proven strategy. But having different retirement accounts, managed by several institutions, isn’t. Simplify your life and consolidate your accounts with CNB.

Ready to take the next step?
Contact us at (585) 419-0670

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