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Donna L. Cator, CFP®

Canadaigua National Bank & Trust

1150 Pittsford-Victor Rd
Pittsford, NY 14534
Phone: (315) 781-2700 x42220
Fax: (315) 781-2720

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Life Planning
  • Retirement
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.