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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Securities are offered through, and advisors are registered with Cetera Investment Services LLC, member FINRA/SIPC. Advisory Services are offered through OBS Financial Services, Inc. Cetera Investment Services LLC is independent of OBS Financial Services, Inc. and Canandaigua National Bank & Trust. Securities are: *Not FDIC Insured *Not Bank Guaranteed *May Lose Value *Not a Bank Deposit *Not Insured by any Federal Government Agency. Registered address: 72 South Main Street, Canandaigua, NY 14424
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.
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.