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Private Banking

Private banking is focused on the complete financial needs of our clients.  We provide strategic, custom credit solutions*, access to a complete range of banking products, and highly personalized service. Our Private Banker serves as your dedicated point of contact for all of your comprehensive financial needs.  Private Banking goes beyond managing wealth, it's managing the process.

Private Banking:

  • Deposit and Lending Solutions
  • Wealth Line of Credit* - Secured with wealth assets 
  • Cash Management Solutions
  • Business and Personal Insurance
  • Financial Planning - Business and Personal Investment Management, Trust and Estate, Planning, Retirement Planning, Wealth Transfer 

R_VanWinkle

Private Banker

Roberta VanWinkle
Vice President and Private Banker [email protected]
585-419-7705

 
Private Banking

Highly Personalized Service

Private Banking is focused on your complete financial needs, while providing strategic advice, custom credit solutions, and access to a complete range of banking products.

 

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.

*Subject to credit approval. Minimum line amount $75,000.

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.