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Employee Details

Margaret Meyer

Margaret W. Meyer
Vice President - Personal Banking/Insurance Manager
(585) 249-4980 x41034


Maggie has been working in the financial services industry since 1994, with experience in Relationship Management and Financial Planning. She lives, works, and plays in the Canandaigua Community. 


Canisius College, Buffalo, NY - Masters of Business Administration, December 1999
Canisius College, Buffalo, NY - Bachelor of Science in Finance, May 1994 


FINRA Series 7, 63, 65, 9, and 10 registrations
New York State Life Insurance licensed
Completed the CFP® Board-Registered Education Program
President, Professional Women of the Finger Lakes 2009-present. Member since 2006
Vice President, ONYA (Ontario Yates Fund for Women and Girls), 2008-present
Board Member, The Coordinated Child Development Program, Inc., 2010-present
The Financial Planning Association of Greater Rochester, NY. President-Elect, Board Member 2011-present


A Year-end Checkup for Small Businesses
Early Retirement – Are you Sure It’s what You Really Want?
Health Savings Accounts
Health Savings Accounts Explained
Health Savings Accounts: An Overview
Keeping It In The Family - Business Succession Planning
Making Long-Term Care Costs Affordable
Podcast: Avoiding Financial Consequences of a Long-term Care Illness
Podcast: Paying for Health Care Costs Using Health Savings Accounts
Podcast: Planning for Long-term Care Expenses
The Importance of Developing a Financial Plan


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