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Confluence Financial Partners is a wealth management firm on a mission to help clients maximize their lives and legacies. Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.
Welcome to Canandaigua National Bank & Trust`s home on LinkedIn. Follow us for industry updates, financial services discussions and career opportunities. Canandaigua National Bank & Trust has enjoyed a rich heritage in the Finger Lakes region of Upstate New York. As the Rochester NY region`s only local, full-service community bank, we`ve grown by offering competitive banking options and the kind of personalized service that builds long-lasting relationships. Today, we have 23 community banking offices located throughout Rochester and the Finger Lakes, NY region and a Financial Services Center located in Bushnell`s Basin. Together they offer a full range of financial services for individuals, businesses, municipalities and not-for-profit organizations. It`s all part of your bank: Canandaigua National Bank & Trust.
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