James P. Terwilliger,  CFP<sup>&reg;</sup> - Financial Advisor

James P. Terwilliger, CFP®

Ph.D,

Senior Vice President

Canandaigua National Bank & Trust

1150 Pittsford-Victor Rd.
Pittsford, NY 14534
FINANCIAL ADVISOR'S WEBSITE
(585) 419-0670

General

James Terwilliger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Canandaigua National Bank & Trust in Pittsford, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Medaille College FinancialPlanning Curriculum

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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