Genesee Valley Trust

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

1150 Pittsford Victor Rd, Pittsford, New...

Phone Number

(585) 419-0670

Revenue

$6.8 Million

Industry

Finance Banking Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Genesee Valley Trust

Genesee Valley Trust, a fully owned subsidiary of Canandaigua National Corporation, merged into The Canandaigua National Bank and Trust Company. Together, Genesee Valley Trust and CNB Wealth Management have combined their resources to meet the needs of the clients and communities we serve. CNB Wealth Management helps families grow, preserve, and transfer wealth to ensure the next generation is financially strong. We help business owners protect the financial strength and viability of their businesses. We partner with community groups to effectively manage endowments, and partner with individual donors and family foundations to help ensure their legacies and good works live on. Helping to grow and preserve your wealth isnt the only goal CNB Wealth Management can help you achieve. Well also be ready when youve determined how to distribute your life-long savings. We understand that the goals of your trust and estate plan are unique, and often require you to make some difficult decisions.Read more
Genesee Valley Trust's Social MediaPopular SearchesGenesee Valley Trust CoGenesee Valley Trust Company IncGenesee Valley Real Estate Company LLCGenesee Valley Trust goGenesee Valley Trust, aSIC Code 62,628NAICS Code 52,523Show more

Genesee Valley Trust Org Chart

PhoneEmail
SC
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Client Relationship Administrator

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Genesee Valley Trust

$6.8M
11-50
Private
-
1994
SC
Sylvia CiaramagliaClient Relationship Administrator
<$5M
11-50
Private
-
2018
N/A
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
IB
Istene BarnardOffice Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Genesee Valley Trust is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Genesee Valley Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Genesee Valley Trust.

Genesee Valley Trust Tech Stack

A closer look at the technologies used by Genesee Valley Trust

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Frequently Asked Questions Regarding Genesee Valley Trust

What is Genesee Valley Trust's official website?
Genesee Valley Trust's official website is www.geneseevalleytrust.com
What is Genesee Valley Trust's Revenue?
Genesee Valley Trust's revenue is $6.8 Million
What is Genesee Valley Trust's SIC code?
Genesee Valley Trust's SIC: 62,628
What is Genesee Valley Trust's NAICS code?
Genesee Valley Trust's NAICS: 52,523
How many employees does Genesee Valley Trust have?
Genesee Valley Trust has 11-50 employees
What industry does Genesee Valley Trust belong to?
Genesee Valley Trust is in the industry of: Finance, Banking, Securities Trading
What is Genesee Valley Trust competition?
Genesee Valley Trust top competitors include: ECL Private Wealth Management, Veritas Wealth Management, Inlet Private Wealth, Stratos Wealth Advisors
What companies has Genesee Valley Trust acquired?
Genesee Valley Trust has acquired the companies: Genesee Valley Trust
What technology does Genesee Valley Trust use?
Some of the popular technologies that Genesee Valley Trust uses are: Mixpanel, Cloudflare Website Optimization, Adyen, Wistia
How do I contact Genesee Valley Trust?
Genesee Valley Trust contact info: Phone number: (585) 419-0670 Website: www.geneseevalleytrust.com
What does Genesee Valley Trust do?

Genesee Valley Trust, a fully owned subsidiary of Canandaigua National Corporation, merged into The Canandaigua National Bank and Trust Company. Together, Genesee Valley Trust and CNB Wealth Management have combined their resources to meet the needs of the clients and communities we serve. CNB Wealth Management helps families grow, preserve, and tr... ansfer wealth to ensure the next generation is financially strong. We help business owners protect the financial strength and viability of their businesses. We partner with community groups to effectively manage endowments, and partner with individual donors and family foundations to help ensure their legacies and good works live on. Helping to grow and preserve your wealth isnt the only goal CNB Wealth Management can help you achieve. Well also be ready when youve determined how to distribute your life-long savings. We understand that the goals of your trust and estate plan are unique, and often require you to make some difficult decisions. Our advisors will partner with you, facilitate your plan efficiently, and help make your decisions a little easier. Above all, well responsibly distribute your wealth as you desire, free from conflict, leaving a legacy that lasts multiple generations. CNB Wealth Management understand that your business needs to attract and retain talent, and our retirement solutions can help by empowering your employees to achieve their long-term financial goals for retirement. Our 401(k) and 403(b) plans can be designed to meet the unique needs of your workplace and provides personal education and advice to your Plan Sponsor and employees. GVT and CNB Wealth Management were founded on the belief that not only should we give back, but we should help those organizations that help make our community a better place. Continuing in that tradition, we have developed a comprehensive approach to endowment management. Our unique solutions and knowledge of the ever-changing regulatory environment allow us to ease the unique challenges faced by ...Read More

What are Genesee Valley Trust social media links?
Genesee Valley Trust Linkedin page
Is Genesee Valley Trust a public company?
Genesee Valley Trust is private company therefore does not currently have an official ticker symbol
See more information about Genesee Valley Trust

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