Save for retirement with tax benefits with an Individual Retirement Account (IRA).
You want peace of mind when it comes to estate planning. We'll manage the complexities while keeping your intentions top of mind.
- Financial & Tax Planning Services
- Estate Planning
Estate Planning Services with a Focus on PA and NY
Develop your optimum estate plan
C&N Wealth Management will collaborate with you, your attorney and accountant to create an estate plan* that addresses all facets of your wealth. With neighborly advice and expert guidance, we minimize your heirs' tax burden while ensuring a smooth transition of your wealth. We devise and manage legacy assets so multiple generations can benefit, and if your goals and assets change, we'll react immediately to update your plan.
*Some products are not FDIC insured or guaranteed, not a deposit or other obligation of the bank, not guaranteed by the bank and are subject to investment risk, including the possible loss of the principal amount invested and are not insured by any other federal government agency.
Refer a friend to C&N and you'll both receive a special bonus: $50 for you, $50 for them!