Canandaigua National Bank & Trust Co

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The best advice comes from people you know and trust. And no one gets to know you like the Wealth Strategies Group at Canandaigua National Bank & Trust. Our Wealth Strategies Group offers an experienced, non-commissioned, customer-focused staff made up of folks who live, work, and play where you do. They offer valuable education and advice about everything from investments and financial planning to retirement, trusts, and estatesand specialize in building long-term relationships with our customers. In addition, our team approach allows us to care for your total financial health, so you can achieve your goals and live your dream.
At CNB Wealth Strategies Group, we realize each client has unique financial goals. We offer the friendly education and advice you need to accumulate, grow, and maintain the wealth necessary to achieve yours.
Our Investment Philosophy - It involves a process of disciplined, personalized investment that is focused on your needsand is consistent with the conservative principles weve employed for more than 123 years. Its designed to not only grow your assets, but keep them secure over shifting economic cycles.
Meet the WSG Team.

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.