We will help you create a personalized plan that supports your goals for retirement.
We also serve as Trustee for your Individual Retirement Account (IRA), which means
we’ll act responsibly as a fiduciary for you and your beneficiaries.
Retirement Account Options:
- 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.
- Employer-Sponsored
Plans - Retirement plan options for your employees.
Managing Your Wealth Accounts:
Team of Advisors
We have a team of advisors dedicated to you, providing holistic education and advice
when you need it.
Regular Reviews
We will meet with you regularly to review your strategy, making adjustments based on
changes in your life.
Fiduciary Duties
This includes, investment management, tax reporting, and distribution.
Portfolio Rebalancing
This will help to maintain your asset allocation and maximize the likelihood of
reaching your goals.
Discover the CNB difference.
As the only local, full-service, community-owned financial institution in the Greater
Rochester Area, CNB is investing in you, your business, and your community. Our CNB
Wealth Management is here to service individuals, families, businesses, foundations, and
not-for-profits. Their expertise includes investments, financial planning, trust &
estate, retirement, institutional, private banking, family wealth and more. With a local
presence and commitment to concierge-level service, they will deliver an experience that
exceeds expectations.