Imagine your investment professional, tax and insurance advisors all working together for you within the same organization.

Canandaigua Financial Group is an alliance of financial professionals 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®, AIF®, has been a financial planner and investment advisor in Canandaigua since 1987. Rusty Barone, CPA, MBA, is a partner in Barone, Siciliano & Co., which has been serving clients for over 25 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 was named the top broker/dealer in its division by  Investment Advisor Magazine in 1991, 1992, 1994, 1996, 1997, 1998, 1999, 2001, 2002 and 2005.  This is based on financial advisors rating their own broker/dealers for service.

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Public Service Student Loan Forgiveness: What You Should Know - Here's a primer on the current requirements for the federal student loan forgiveness program.

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Last Updated: 04/25/17


 

 

 

 

 

 

 

 

 




 CFP®, CERTIFIED FINANCIAL PLANNER™ andare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully completethe CFP Board's initial and ongoing certification requirements.


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This communication strictly intended for individuals residing in the states of AK,AZ,CA,CT,FL,GA,IA,IL,IN,KY,MA,MD,ME,MI,NC,NH,NJ,NY,OH,OR,PA,TX,VA,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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