Imagine your investment professional, tax and insurance advisors all working together for you within the same organization.
Canandaigua Financial Group is a formal alliance of financial professionals all 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 the framework for the financial success of a client.
Canandaigua Financial Group brings together names you have trusted for years. Wade Sarkis, CFP®, has been a financial planner and investment advisor in Canandaigua since 1987. Rusty Barone, CPA, is a partner in Barone, Siciliano & Co., which has been serving clients for over 20 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 Broker/Dealer in Waltham, Mass. Commonwealth has recently won the prestigious Dow Jones Investment Advisor Magazine's Broker/Dealer of the Year Award for the sixth time in the last seven years!