We take a very different approach to retirement services. One that makes us uniquely qualified to help you design and implement programs for your employees.
We will work with you to tailor retirement plans to meet the needs of your workplace:
- Reduce your Liability
- Personal Attention
- High Quality Investment Choices
Reduce Your Liability
As a Discretionary Trustee, we lower your risk by assuming the fiduciary liability for selecting, monitoring, and completing due diligence of your plan’s investment options. We prepare regular plan reporting that includes a full disclosure of fees, expenses, and performance figures.
Personal Attention
Our experienced retirement professionals consult with you to help you fulfill your role as the Plan Sponsor. Your employees will benefit from the kind of hands-on enrollment, education, and service not offered by other providers.
High Quality Investment Choices
Rest assured knowing that our investments are high-quality, as they are continuously monitored and scrutinized by our investment team. Since we offer no proprietary funds, we remain unbiased in the selection of your investment options.
Put these advantages to work for you.
Genesee Valley Trust, a fully owned subsidiary of Canandaigua National Corporation, merged into The Canandaigua National Bank and Trust Company. Together, Genesee Valley Trust and CNB Wealth Management have combined their resources to meet the needs of the clients and communities we serve.