Investment Planning

At Canandaigua National Bank & Trust, our investment planning process always begins the same way: by getting to know you, our customer. We realize that every investor is different, with a different set of goals. A retiree may need the assurance of dependable income with little risk, while a young executive might be looking for long-term capital appreciation. Our tenured investment officers will work with you to learn where you are financially today, and to develop a plan that will help you get to where you want to be tomorrow. And, just as important, they’ll be there in the years ahead to help you stay on course.