Personal Services

Trust and Estates

Your estate doesn't have to be very large before you need to start making some big decisions-decisions that will affect your family's well-being for many years to come.

Ensuring the financial security of your family requires the services of a professional with strong estate experience. And you want someone who isn't just interested in providing a service, but in building a relationship. 

With an average tenure of 20 years, our trust and estate professionals have the knowledge and expertise to help you to build a truly comprehensive estate plan. They'll show you how to minimize taxes and make sure your family is provided for.

Along the way, you'll find Canandaigua National Trust Company offers not just a plan for financial security, but advice and comfort as well.

 

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities.

Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. 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. Investments are not bank deposits, are not obligations of, or guaranteed by Canandaigua National Bank & Trust, or Canandaigua National Trust Company of Florida and are not FDIC insured. Investments are subject to investment risks, including possible loss of principal amount invested. Investments may be offered through affiliate companies. 

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