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Canandaigua Financial Group is an alliance of independent 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 their behalf. 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, has been serving clients for more than 20 years. Together, they have created a team with the experience and knowledge to provide a personalized financial experience for clients. The team now includes Nathan Van Bortel, who joined the firm in early 2017 after 10 years as a financial advisor in the banking industry.
Wade, Rusty, and Nathan are registered representatives with Commonwealth Financial Network®, an independent Registered Investment Adviser and broker/dealer in Waltham, Massachusetts. Commonwealth is a highly regarded and award-winning independent broker/dealer. As an independent firm, Commonwealth has no inventory or proprietary products. Commonwealth is privately held and the founding principals remain in management positions with the firm.