Imagine your investment professional and your tax and insurance advisors working together for you within the same organization.
Canandaigua Financial Group is an alliance of financial professionals based in Canandaigua. The Group was formed under the philosophy that clients are best served by competent professionals with specialized areas of knowledge working together on behalf of the clients. Providing the services of investment planning, financial planning, tax planning, and risk management through insurance creates a framework for the financial success of clients.
Canandaigua Financial Group brings together names you have trusted for years. Wade Sarkis, CFP®, AIF®, has been a financial planner and investment advisor in Canandaigua since 1987. Rusty Barone, CPA, MBA, is a partner in Barone, Siciliano & Co., which has been serving clients for more than 25 years. Together, they have created a team with the experience and knowledge to provide a “one-stop” financial store for clients. Imagine the synergy created when all of your important financial partners are working together for you.
Wade and Rusty are registered representatives with Commonwealth Financial Network®, an independent Registered Investment Adviser–broker/dealer in Waltham, Massachusetts. Commonwealth was named the top broker/dealer in its division by Investment Advisor magazine in 1991, 1992, 1994, 1996, 1997, 1998, 1999, 2001, 2002, and 2005. This is based on financial advisors rating their own broker/dealers for service.