With trust powers granted in 1919, CNB built its legacy in upstate New York by providing a higher level of personal service, a diversified team of highly credentialed representatives, the finest trust officers, and a suite of investment choices tailored to meet a variety of goals and objectives.
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.
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.
We’ve assembled a team of experienced, non-commissioned, and highly credentialed professionals, working in your best interest, to meet your needs.
1586 Main Street, Sarasota, FL 34236 | (941) 366-7222 | (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.