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Canandaigua Investment Services

Planning_Insurance

What makes Canandaigua Investment Services different? Our Financial Advisors will take you through a financial planning evaluation to examine your personal situation, resources and objectives. Our Advisors follow a defined 6-step process: (1) establishing financial goals, (2) gathering and analyzing information to create a financial plan, (3) present plan, (4) advise on investment and tax strategies, (5) implement the plan, and (6) review progress.

Planning:

  • Financial Planning - Creating a plan to meet your personal goals.
  • Mutual Funds - Professionally managed, diversified portfolios.
  • Annuities - Immediate or deferred.
  • Life Insurance - Protection for you and your family. Online quotes available.
  • Long Term Care Insurance - Protect your health. Ease your mind.
Family Wealth

Assessing Your Current Financial Situation

Tracking income and expenses, evaluating net worth, completing a financial inventory and developing a "snapshot" of today.

House with Key

Retirement Planning

Estimating retirement income and age, and the value of government programs; assessing current retirement assets; determining how to take distributions; charitable giving; developing a plan to eliminate any gaps.

Planning

Protecting Against Financial Crisis
Life protection, disability income, business continuation planning, or addressing health concerns, including nursing home expenses and long-term care options.

rebalancing

Asset Allocation
Time horizon and risk tolerance, finding the most appropriate asset mix of equities, bonds and cash.

Tax Planning

Minimizing Taxes*
Reviewing tax-advantaged investment options, evaluating net worth, developing a tax deferral strategy, and reviewing tax strategies for distributions from qualified plans.

Estate Planning

Preserving Wealth/Estate Planning*

Minimizing excess estate taxes, helping plan for federal, state and inheritance taxes, funding the transfer of your family business, and helping protect your legacy.


What makes Canandaigua Investment Services different?  Our Financial Advisors will take you through a financial planning evaluation to examine your personal situation, resources and objectives. Our Advisors follow a defined 6-step process: (1) establish financial goals, (2) gather and analyze  information to create a financial plan, (3) present plan, (4) advise on investment and tax strategies, (5) implement the plan, and (6) review progress.

Planning:
  • Financial Planning - Creating a plan to meet your personal goals.
  • Mutual Funds - Professionally managed, diversified portfolios.
  • Annuities - Immediate or deferred.
  • Life Insurance - Protection for you and your family. Online quotes available.
  • Long Term Care Insurance - Protect your health. Ease your mind.

Financial Planning Areas  

Family Wealth

Assessing Your Current Financial Situation
Tracking income and expenses, evaluating net worth, completing a financial inventory and developing a "snapshot" of today.

Retirement Plan

Retirement Planning
Estimating retirement income and age, and the value of government programs; assessing current retirement assets; determining how to take distributions; charitable giving; developing a plan to eliminate any gaps.

 
Planning

Protecting Against Financial Crisis
Life protection, disability income, business continuation planning, or addressing health concerns, including nursing home expenses and long-term care options.

rebalancing

Asset Allocation
Time horizon and risk tolerance, finding the most appropriate asset mix of equities, bonds and cash.

 
Tax Planning

Minimizing Taxes*
Reviewing tax-advantaged investment options, evaluating net worth, developing a tax deferral strategy, and reviewing tax strategies for distributions from qualified plans.

Estate Planning

Preserving Wealth/Estate Planning*
Minimizing excess estate taxes, helping plan for federal, state and inheritance taxes, funding the transfer of your family business, and helping protect your legacy.



Financial Advisors


FINRA_BrokerCheck
 Check the background of our investment professionals or the firm.

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.  Advisory services are offered through Cetera Investment Advisers LLC. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. 

This site is published for residents of the United States only.  Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdiction in which they are properly registered.  Not all of the products and services referenced on this site may be available in every state and through every advisor listed.  For additional information, please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site. 

View Cetera Investment Services privacy policy, business continuity plan, and other important information. 

*For a comprehensive review of your personal situation, always consult with a legal or tax advisor.