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.

Schedule an appointment:
 

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:

• myCNB360 - Access your wealth accounts through the online portal.
• 401(k)/403(b) Login  - Access to your retirement portal.
• IRA Service Center - Open or service an IRA or Coverdell Education Savings Account.  

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.