An individual retirement account (IRA) can play an important role in your retirement planning. Our experienced retirement specialists will help you develop and manage a well diversified retirement portfolio to achieve your financial goals.
If you have a 401(k) with a former employer or another retirement arrangement, consolidate your retirement assets into one personal plan by rolling over your assets into a Rollover IRA that allows you to continue enjoying the tax-deferred growth potential of your retirement savings.
You will have access to a full range of investment vehicles and flexible options for your IRA.
Before investing using mutual funds consider the fund’s investment objectives, risks, charges and expenses. For more complete information, including charges and expenses, contact your financial advisor for a prospectus. Read the prospectus carefully.
1Portfolios are managed by OBS Financial Services, Inc., an SEC Registered Investment Advisor, and are comprised of investments from Dimensional Fund Advisors, Inc.
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, or OBS Financial Services, Inc., 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.