Financial Services

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.

On Coach Street in Canandaigua, PayfileIQ operates as a hub for financial and accounting services, focusing on modernizing the order-to-cash and procure-to-pay processes for its clients. This business concentrations on Accounts Payable and Accounts Receivable transactions, utilizing internet connectivity and web browsers to streamline approvals and reduce journal entry steps. By doing so, PayfileIQ aims to cut costs and effort for clients handling large volumes of invoices each month. The company's expertise spans accounting, financial services, and IT services, making it a versatile resource for local businesses. With its innovative approach to automating accounts payable processes, PayfileIQ caters to businesses that send and receive hundreds or thousands of invoices monthly. The company's services include automated account code assignment, real-time visibility, and extensive reporting, all designed to simplify the invoice approval process and reduce labor-intensive tasks. By leveraging technology to accelerate invoice processing, PayfileIQ helps its clients achieve faster approvals and lower costs, making it a valuable asset to the local business community in the Finger Lakes region.

On Recreation Drive in Canandaigua, ESL Federal Credit Union operates as a full-service financial institution, serving over 413,000 members and more than 16,000 businesses. With a history spanning 100 years, the credit union provides personal, business banking, mortgage services, and wealth management services through its local branch network. The Rochester-based institution employs over 950 people and holds more than $9.2 billion in assets, demonstrating its significant presence in the region. As a locally owned entity, ESL Federal Credit Union has paid out 29 consecutive Owners' Dividends to its members, totaling over $290 million. ESL Federal Credit Union is committed to reinvesting in the community, with over $100 million in grants awarded since the inception of its Community Impact initiative in 2018. The institution values diversity in the workplace, seeking employees from diverse backgrounds and cultures to bring unique perspectives and ideas. With a strong focus on community involvement, ESL Federal Credit Union has established itself as a notable financial institution in the Finger Lakes region, providing essential services to its members and contributing to the local economy.

Located on Lake To Lake Road in Canandaigua, Malcolm Financial Service has been a part of the community since 1922. This established business offers a range of services, including financial planning, insurance, and real estate agency services. With a long history of serving the area, Malcolm Financial Service has developed a strong presence in the local market. The company's team provides expert guidance and support to individuals and families, helping them navigate various financial and insurance needs. As a multifaceted business, Malcolm Financial Service combines real estate expertise with financial planning and insurance services, allowing clients to access a comprehensive suite of solutions under one roof. The company's real estate agency services cater to a wide range of clients, from first-time homebuyers to seasoned investors, while its insurance offerings provide protection and peace of mind for individuals, families, and businesses in the Finger Lakes region. With nearly a century of experience, Malcolm Financial Service has become a trusted name in the local community.

On State Route 332 in Canandaigua, Sheppard Mosher Independent Wealth Management provides financial planning and services to the Finger Lakes region. With a team that has combined experience of 60 years, the company has been serving professionals and retirees since 2005. Sheppard Mosher's approach focuses on creating, enhancing, and preserving wealth through a comprehensive advisory model, tailoring their services to each client's financial needs. The company's advisors prioritize building honest and responsive relationships with their clients, aiming to help them achieve financial confidence. By offering expertise in areas such as retirement strategy, investment, and estate planning, Sheppard Mosher supports individuals in making informed decisions about their financial futures. With a dedication to fostering independence through knowledge, the team at Sheppard Mosher works to empower their clients to take control of their financial lives.

On Coach Street in Canandaigua, Edward Jones - Financial Advisor: Brent J Ascroft, AAMS™, provides financial planning and services to the local community. As part of a larger firm with a presence in 68 percent of U.S. counties, Edward Jones has a significant reach, with nearly 19,000 financial advisors serving over 8 million clients. The firm's purpose is to partner with clients to improve their lives and communities. With a total of $1.7 trillion in client assets under care, Edward Jones is a substantial financial services provider. In the Finger Lakes region, Edward Jones is committed to helping individuals achieve their financial goals, whether it's managing wealth, planning for retirement, or saving for education. The firm's approach is centered around a personal relationship with each client, with financial advisors working to understand what matters most to them and creating tailored strategies to support their goals. Through its network of financial advisors, Edward Jones aims to make a positive impact on the lives of its clients and the community at large.

On Main Street in downtown Canandaigua, Canandaigua National Bank & Trust has established itself as a cornerstone of financial services in the Finger Lakes region. With a rich heritage spanning many years, the bank has grown to become the Rochester area's only local, full-service community bank, offering competitive banking options and personalized service. This approach has fostered long-lasting relationships with its customers. The bank's main office is situated on South Main Street, serving as a central hub for its operations. Canandaigua National Bank & Trust operates a total of 24 community banking offices across Rochester and the Finger Lakes region, along with a Financial Services Center in Bushnell's Basin. These locations collectively provide a comprehensive range of financial services tailored to individuals, businesses, municipalities, and not-for-profit organizations, underscoring the bank's commitment to supporting the local community. Through its extensive network, the bank plays a significant role in the regional economy, making it an integral part of the financial landscape in Upstate New York.

On Thomas Road in Canandaigua, Garber Randall Cadillac serves as a certified Cadillac dealer, offering a selection of new vehicles and a lineup of pre-owned cars, trucks, and SUVs. The dealership's finance center is staffed by a team of experts who work with local and national lenders to provide financing options for customers. With a history dating back to 1917, Garber Randall Cadillac is part of the family-owned Garber Automotive Group, which has been operating for over a hundred years. The dealership features a new car showroom with the latest Cadillac models, including SUVs like the XT4, XT5, and Escalade, as well as sedans. Additionally, they offer a range of used vehicles, including Certified Pre-Owned Cadillac models that have undergone a rigorous multi-point inspection and come with a factory-backed limited warranty. Garber Randall Cadillac's service center is equipped to handle vehicle repairs and maintenance, with ASE-certified technicians trained to work on vehicles of all ages, makes, and models.

On Eastern Boulevard in Canandaigua, KeyBank serves the Finger Lakes region with a range of financial services. As part of KeyCorp, one of the nation's largest financial services companies, KeyBank offers investment management, retail and commercial banking, and consumer finance products. The company is headquartered in Cleveland, Ohio, but has a significant presence in the local community. With a focus on helping clients achieve financial wellness, KeyBank's team is committed to doing the right thing for its clients and shareholders. KeyBank's operations in Canandaigua are part of its broader commitment to engaging a diverse workforce and sustaining an inclusive culture. As an Equal Opportunity and Affirmative Action employer, the company welcomes qualified applicants from all backgrounds. In the community, KeyBank is a Member FDIC and Equal Housing Lender, providing credit services subject to approval. The bank's presence in Canandaigua reflects its goal of building long-term relationships with clients and helping them achieve their financial goals.

On East Lake Road in Canandaigua, LNB Banking has established a presence as a community-focused bank with a long history dating back to 1852. With fifteen branch offices across seven counties, including Wayne, Onondaga, Ontario, Seneca, Monroe, Cayuga, and Yates, LNB has a significant presence in the region. The bank offers a range of personal and business banking products, including direct deposit, online banking, and cash management services. LNB also provides financial services such as investments and insurance, catering to the diverse needs of its customers. As a local institution, LNB has a strong commitment to serving its communities, with a mission to provide professional service to all its customers. The bank's extensive range of services is designed to support both individuals and businesses, from personal checking and savings plans to business-tailored banking solutions. With a focus on community involvement, LNB has promoted employee development, recently recognizing several employees for their outstanding performance, and observes significant holidays, such as Martin Luther King Jr. Day, to reinforce its connection to the local community.

On Rochester Road in Canandaigua, Foster & Wheeler Insurance Agency provides a range of insurance services, including auto, homeowners, and business insurance. Principal agent Jessica Foster, with over 16 years of industry experience, leads the agency, which she opened in February 2019. The agency specializes in insurance from Erie Insurance, a company that has been serving customers since 1925. Foster & Wheeler Insurance Agency focuses on customer service, taking the time to explain options in depth and answer questions about coverage. The agency serves the Finger Lakes region, as well as parts of Pennsylvania and North Carolina, offering various types of insurance policies, including motorcycle, boat and marine, and commercial auto insurance. With a commitment to integrity and customer satisfaction, the agency aims to provide personalized insurance solutions to its clients.

On Red Fox Drive in Canandaigua, Kelly La Voie | LPL Financial offers financial planning and services to the Finger Lakes region. As a dedicated financial professional, Kelly La Voie provides personalized guidance and support to clients, helping them navigate complex financial decisions. With a strong commitment to superior client service, Kelly La Voie's practice is built on a foundation of trust, expertise, and responsiveness. The office serves as a local resource for individuals seeking tailored financial advice and planning. Kelly La Voie's expertise encompasses a range of financial services, including investment strategies and retirement planning, with a focus on helping clients achieve their long-term goals. The practice also offers access to informative resources, such as articles and interactive financial calculators, designed to educate and empower clients in managing their financial lives. By combining professional expertise with a personal approach, Kelly La Voie | LPL Financial has established itself as a trusted presence in the local community.