Skip to main content

Upgrade for a Better Experience

Canandaigua National Bank & Trust would like to encourage all of our customers to update their internet browsers as new releases are made available. Using the most recent browser version ensures the best security, design experience, speed and functionality.

Continue to CNBank.com

If you have any comments or concerns, please contact our Customer Call Center at 585.394.4260 ext. 0.

You

Investment Planning

Our Wealth Strategies Group team will develop a disciplined strategy that’s consistent with your investment goals and objectives. We’re focused on your needs and adhere to fundamental investment principles that have guided us since 1919.

Investment Planning Approach:
  • Getting started - Determine your life goals and objectives to be achieved by the plan.
  • Plan development - Design a portfolio to meet investment time horizon and risk tolerance.
  • Risk mitigation - Identify/manage risks that may impact your investment objectives.
  • Plan execution - Maintain long-term focus to avoid speculation and market timing.
 

J Fitzgerald

Team of advisors
We have a team of advisors dedicated to you, providing holistic education and advice when you need it.

reviews

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

 
rebalancing

Portfolio rebalancing
This will help maintain your asset allocation and maximize the likelihood of reaching your goals.

oversight

Oversight
Our Investment Committee will meet to ensure we deliver on our high standards.

 

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. 


 

Our Wealth Strategies Group team will develop a disciplined strategy that’s consistent with your investment goals and objectives. We’re focused on your needs and employ fundamental investment principles that have guided us since 1919. 

Investment Planning Strategy:
  • Getting to know you - listen and understand what you want to achieve it.
  • Long-Term Focus - a diversified and long-term focus that avoids speculation and market timing.
  • Financial Planning - analyze and develop a plan to reach your long-term goals.
  • Asset Allocation - determine the proper asset allocation based on your time horizon and risk tolerance. 
 

Team of advisors
Team of advisors
We have a team of advisors dedicated to you, providing holistic education and advice when you need it.

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

rebalancing
Portfolio rebalancing
This will help maintain your asset allocation and maximize the likelihood of reaching your goals.

oversight
Oversight
Our Investment Committee will meet to ensure we deliver on our high standards.



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.

 

Chosen and The Chosen Funds are trademarks of The Canandaigua National Bank and Trust Company. Before investing using mutual funds consider the fund’s investment objectives, risks, charges and expenses. For more complete information, including charges and expenses, contact your financial advisor for a prospectus. Read the prospectus carefully. 1Portfolios are managed by OBS Financial Services, Inc., an SEC Registered Investment Advisor, and are comprised of investments from Dimensional Fund Advisors, Inc. 2Investment options are not proprietary mutual funds and are not to be considered a recommendation of any individual security. 3Chosen Folio Investing Folios can be managed or unmanaged and are not registered investment companies. Securities products and services offered through FOLIOfn Investments, Inc. Member FINRA/SIPC.

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.