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Podcast: How to Create and Manage a Winning Investment Strategy

T Benner
Thomas W. Benner, MBA, CFP®
Vice President, Wealth Advisor
[email protected]
(585) 419-0670 x50689

Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you.

The experts of this show featured Thomas W. Benner, MBA, CFP®, Vice President, Wealth Advisor, and John Richardson (Retired), Investment Officer, with CNB Wealth Management.

Listen to the show! Audio Clip
Segment 1
Segment 2
Segment 3
Segment 4

Broadcasted on July 26, 2015

For questions, feel free to contact Tom Benner 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.