To make smart financial decisions, start with education and advice from experts you can trust.
Customers of Canandaigua National Bank & Trust who have an Optimum relationship are assigned their own Personal Banker. Your Personal Banker can help you review all aspects of your personal finances, and you will find that they are uniquely qualified to assist you with:
- Minimizing taxes
- Investing for your future
- Achieving your retirement goals
- Reviewing your insurance coverage
- Protecting your family’s assets
- Maintaining your lifestyle
- Funding your child's education
- Maximizing your Social Security benefits
Your financial needs are constantly evolving.
We will review your financial well-being on an annual basis, remaining focused on your goals and unique circumstances, and helping you to make adjustments along the way.
To request an appointment please complete the following form or call your Personal Banker.
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Advisory Services are offered though OBS Financial Services, Inc., a Registered Investment Advisor with the SEC. 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.
CNB Insurance Agency is a wholly owned subsidiary of The Canandaigua National Bank and Trust Company. Products offered through CNB Insurance Agency are not deposits or obligations of, or guaranteed, or endorsed by, The Canandaigua National Bank and Trust Company. These products are not federally insured by the Federal Deposit Insurance Corporation or the Federal Reserve Board. Insurance Companies offering products through CNB Insurance Agency are independent of and not affiliated with The Canandaigua National Bank and Trust Company or CNB Insurance Agency.