Simplify your life and consolidate your
accounts with CNB Wealth Management. Let our team of experts help you determine
the right investment plan to meet your
goals. Your personalized retirement plan will
become more efficient and easier to manage
and understand.
Ready to take the next step?
Contact us at (585) 419-0670
- or -
Questions?Contact us at (585) 419-0670- or -
Traditional IRA
Invest before-tax dollars and pay taxes on withdrawals.
ROTH IRA
Invest after-tax dollars and take withdrawals tax free.
Inherited IRA
Understand your distribution options and the requirements involved.
Rollover IRA
Consolidate accounts to make your plan more efficient and easier to manage.
Traditional IRA
Invest before-tax dollars and pay taxes on withdrawals.
ROTH IRA
Invest after-tax dollars and take withdrawals tax free.
Inherited IRA
Understand your distribution options and the requirements involved.
Rollover IRA
Consolidate accounts to make your plan more efficient and easier to manage.
As A Client of CNB Wealth Management You Will Enjoy:
- Customized Strategies - suite of fully diversified, high-quality investment options
- Team of Advisors - non-commissioned, trusted advisors with an average of more than 20 years of experience
- Pledge of Accountability - our promise to provide the highest level of service*
*To see the full version of our CNB Pledge of Accountability, visit CNBank.com/Pledge.
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.