Canandaigua Financial Group in Canandaigua, New York

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  • Business name: Canandaigua Financial Group
  • Address:
  • 475 North Main Street.

    Canandaigua, New York 14424
  • Phone number: 585-394-2570
  • Map:
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  • Email address:
  • Category: Financial
  • Description:
  • The Canandaigua Financial Group is a formal alliance of financial professionals based in Canandaigua N.Y. 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. Kerry French, LUTCF, CLTC joins the group after an award-winning career with a major insurance company. 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, Rusty and Kerry are all 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!
  • Last update: 2007-11-02
  • Visits: 3260

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