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You

Financial Planning

As part of a Wealth Strategies Group relationship, our financial planning professionals will help you develop a dynamic plan that responds to your changing needs. We’ll also assess your current financial situation to see if your existing plan is on track to meet your life goals.

Your Financial Health:
  • Retirement Planning - Comprehensive strategies to achieve your retirement objectives.
  • Estate Planning - Plan for the settlement of your estate and distribution of your assets.
  • Income Tax Planning - Establish tax planning strategies to protect your assets.
  • Investments - A full range of investment options designed to meet your goals.
  • Risk Management - Identify and prioritize risks, and create strategies to mitigate them.
 

J Terwilliger

Team of CERTIFIED FINANCIAL PLANNER™ Professionals
We have a team of dedicated professionals available to you, when you need them.

reviews

Regular Reviews
We will meet with you regularly to review your strategy, making adjustments based on changes in your life.

 
fiduciary

Holistic Wealth Management and Advice
For everything from investments, to retirement and estate planning.

rebalancing

Disciplined and Personalized
Investment and financial planning solutions available depending on your situation.

 

 
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 through our products, personal service, technology, and community support. We offer competitive banking solutions and personalized service that build long-lasting relationships. 

As part of a Wealth Strategies Group relationship, our financial planning professionals will help you develop a dynamic plan that responds to your changing needs. We’ll also assess your current financial situation to see if your existing plan is on track to meet your life goals.

Your Financial Health:
  • Retirement Planning - Comprehensive strategies to achieve your retirement objectives.
  • Estate Planning - Plan for the settlement of your estate and distribution of your assets.
  • Income Tax Planning - Establish tax planning strategies to protect your assets.
  • Investments - A full range of investment options designed to meet your goals.
  • Risk Management - Identify and prioritize risks, and create strategies to mitigate them.
 

Team of advisors

Team of CERTIFIED FINANCIAL PLANNER™ Professionals
We have a team of dedicated professionals available to you, when you need them.

reviews

Regular Reviews
We will meet with you regularly to review your strategy, making adjustments based on changes in your life.

fiduciary

Holistic Wealth Management and Advice
For everything from investments, to retirement and estate planning.

rebalancing

Disciplined and Personalized
Investment and financial planning solutions available depending on your situation.


 
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 through our products, personal service, technology, and community support. We offer competitive banking solutions and personalized service that build long-lasting relationships.

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.