As part your relationship with the Wealth Management group, 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 CERTIFIED FINANCIAL
PLANNER™ Professionals
We have a team of dedicated professionals available to you, when you need them.
Regular Reviews
We will meet with you regularly to review your strategy, making adjustments based on
changes in your life.
Holistic Wealth Management and
Advice
For everything from investments, to retirement and estate planning.
Access to Full-Service Banking
As part of a full service financial institution, we can align you with in-house
representatives to solve all of your financial needs.
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.