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IRA Consolidation

Do you have more than one retirement account?

If so, consider consolidating them with CNB.

Consolidate your retirement accounts with CNB Wealth Management, and 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.

Questions?
Contact us at (585) 419-0670

- or -

Schedule Appointment

Questions?
Contact us at (585) 419-0670

- or -

Schedule Appointment

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.

ADA Compliance

IRA Consolidation

Do you have more than one retirement account?