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CNB Financial Planning

Financial Planning Banner
Financial Planning Banner

Let CNB Wealth Management develop and manage a custom financial plan just for you.

Developing a sound financial plan now can help you meet your needs and achieve your dreams in the future. Let one of our
professionals assess your current situation and create a holistic financial solution that's tailored to you.

As A Client of CNB Wealth Management You Will Enjoy:
  • Seamless access to comprehensive financial services - through Canandaigua National Bank & Trust
  • Personal attention - no matter the size of the relationship
  • Pledge of Accountability - our promise to provide the highest level of service 


Investments | Financial Planning | Trust Services | Estate Services | Retirement | Institutional | Private Banking | Family Wealth