(941) 366-7222 | (800) 724-2621
Meet the Team. Our team of experienced, non-commissioned, credentialed professionals have an average tenure of more than 20 years.
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No matter your investment level, you'll receive our concierge level service and our Pledge of Accountability —a set of promises that sets us apart in the marketplace.*
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Canandaigua National Trust Company opened its doors in 2009, but our legacy dates back to 1887 through our affiliate, Canandaigua National Bank & Trust. Learn more about us.
Meet the Team. Our team of experienced, non-commissioned, credentialed professionals have an average tenure of more than 20 years.
No matter your investment level, you'll receive our concierge level service and our Pledge of Accountability —a set of promises that sets us apart in the marketplace.*
Canandaigua National Trust Company opened its doors in 2009, but our legacy dates back to 1887 through our affiliate, Canandaigua National Bank & Trust. Learn more about us.
We understand that every person has unique financial goals, objectives, and dreams. Our financial experts will get to know your distinct situation and create a plan tailored to you.
We’ve assembled a team of experienced, non-commissioned, and highly credentialed professionals, working in your best interest, to meet your needs.
We’ve assembled a team of experienced, non-commissioned, and highly credentialed professionals, working in your best interest, to meet your needs.
A disciplined approach to investment management that can be tailored to fit your unique objectives.
Our professionals will help you develop a dynamic plan that responds to your changing needs and life goals.
We will help you create a personalized plan that supports your goals for retirement.
Our non-commissioned fiduciary professionals administer trusts of all sizes, helping to preserve and maintain family wealth.
1586 Main Street, Sarasota, FL 34236 | (941) 366-7222 | (800) 724-2621
Translation services available through our Customer Call Center at (800) 724-2621.
*Pledge of Accountability Fee Refund Rules. You, our Client, are entitled to have the Annual Fee charged by CNTF for management of your CNTF Account returned should we fail to deliver on the “Pledge of Accountability” requirements as described above. The Annual Fee is defined as the then prevailing fee charged by CNTF under the terms of your Account Agreement based on the market value of the assets under management as of March 31 of any given calendar year up to $10,000. Our Pledge of Accountability to you will be effective after you have signed and returned the Pledge to your CNTF Relationship Manager. Only individual accounts where CNTF has full discretion qualify. Custody, Self-Directed and IRA Self-Directed accounts are excluded. To be eligible, your Account must be opened for a minimum of 1 year.
This material is provided for general information purposes only. Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. Investments are not FDIC insured, not bank deposits, not obligations of, or guaranteed by, Canandaigua National Bank & Trust or any of its affiliates, including Canandaigua National Trust Company of Florida. Investments are subject to investment risks, including possible loss of principal amount invested. Before making any investment decision, please contact your legal, tax or financial advisor. Investments and services may be offered through affiliate companies.