Canandaigua National Trust Company

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At Canandaigua National Trust Company, we offer a suite of investment choices to meet the diverse needs of our clients. Our investment management philosophy and disciplined investment process is designed to not only grow your assets, but to help keep them secure over shifting economic cycles.

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Our Team

Meet the Team. Our team of experienced, non-commissioned, credentialed professionals have an average tenure of more than 20 years.

Our Pledge

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.

About Us

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.

 

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Investments

A disciplined approach to investment management that can be tailored to fit your unique objectives.


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Financial Planning

Our professionals will help you develop a dynamic plan that responds to your changing needs and life goals.



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Retirement

We will help you create a personalized plan that supports your goals for retirement.


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Trust & Estate

Our non-commissioned fiduciary professionals administer trusts of all sizes, helping to preserve and maintain family wealth.


Multiple Investment Solutions | Minimum Investment Level of $200,000



Discover the difference experience makes - schedule an appointment today!

We’ve assembled a team of experienced, non-commissioned, and highly credentialed professionals, working in your best interest, to meet your needs.
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1586 Main Street, Sarasota, FL 34236 | (941) 366-7222 | (800) 724-2621


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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