Canandaigua National Bank & Trust (CNB) is a locally-owned community bank that has served the financial needs of the Finger Lakes region since 1887. With a strong commitment to personalized service, CNB provides a full suite of financial services tailored to individuals, families, and businesses. While traditionally recognized for its banking operations, CNB also offers specialized financial services relevant to the financial services industry, including investment management, trust and estate planning, and financial planning through its Wealth Management division.

One of CNB’s strengths lies in its ability to blend traditional banking values with modern financial solutions, offering clients both security and innovation. The bank is deeply integrated into the communities it serves and is known for supporting local initiatives, nonprofit causes, and economic development efforts across the region. CNB’s team of experienced professionals works closely with clients to create customized financial roadmaps, especially for long-term goals such as retirement or legacy planning.

CNB also leverages digital tools to enhance client experience while maintaining the personal touch that distinguishes community banks from larger institutions. Their continuity of local ownership ensures consistent decision-making and alignment with the needs and aspirations of their customer base.

Website: https://www.cnbank.com

Key Financial Services Offered:

– Wealth management and financial planning
– Investment advisory and portfolio management
– Trust and estate planning services
– Retirement and education planning
– Business financial services and succession planning
– Tax-advantaged investment strategies
– Charitable giving and legacy planning