Why We're Different

At Canandaigua Financial Group, we believe in the power of individual choice. It was that same power that founded our firm.

Here’s how we prefer to do business:

  • Provide clients with quality, independent financial products and services. Our Registered Investment Adviser–broker/dealer, Commonwealth Financial Network®, doesn’t have an inventory or products to promote. As independent advisors, we work with clients to determine appropriate investments. 
  • Know our clients and their goals. We understand that investing is more than just a numbers game. There’s emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called popular investments aren’t necessarily suited for everyone. When we first get to know each other, we’ll ask you a lot of questions so that we can learn about you as a person, and we’ll tailor your investments accordingly. We want to be just as excited about your dreams as you are.
  • Treat clients like people, not like portfolio balances. One thing you’ll notice about our firm is that we're friendly. Down to earth. Good listeners. Having been in the business a long time, we’ve encountered this mix of attitudes—and a whole lot of market cycles (both good and bad!). We’ve got a lot of perspectives that can help keep you on an even keel through the ups and downs.
  • Empower clients to feel confident about their decisions. You don’t have to know the difference between a REIT and a UIT when you come to see us. We’re happy to explain it to you if you’re curious. If you’re not, that’s okay, too. Some clients want to take more of a hands-on role in the investment process; others want nothing to do with it. Either way, our goal is to help you feel confident that your money is working effectively for you.
  • Practice time-tested financial approaches. At Canandaigua Financial Group, we follow prudent financial principles. We treat your money responsibly. As your needs or financial picture changes, we’ll work with you to adjust your course of action accordingly. We monitor your portfolio’s performance so you can feel financially confident.