On Bristol Street in Canandaigua, the Canandaigua Financial Group is an alliance of independent financial professionals dedicated to providing comprehensive financial services. Formed on the principle that clients benefit from a team of specialists working together, the group offers investment planning, financial planning, tax planning, and risk management through insurance. This interdisciplinary approach creates a framework for clients to achieve financial success. The group's team includes experienced professionals such as Wade Sarkis, a financial planner and investment advisor with over 30 years of experience in Canandaigua, and Rusty Barone, a CPA with over 20 years of service.

The Canandaigua Financial Group's team has expanded to include Nathan Van Bortel, who brings a decade of experience as a financial advisor in the banking industry. As registered representatives with Commonwealth Financial Network, a highly regarded independent broker/dealer, the team provides personalized financial guidance without the influence of proprietary products. With their combined expertise and independent approach, the Canandaigua Financial Group aims to deliver tailored financial solutions to clients in the Finger Lakes region.