Our Mission
At Horizon Financial, our mission is to manage and preserve your wealth so you can live out a confident and secure retirement.
Operating out of a restored 1832 Federalist-style home in Henrietta, we’ve always valued strong foundations and stability—qualities we bring to every client relationship. With over 30 years of experience and deep roots in the Rochester community, we provide personalized financial planning and wealth management tailored to your unique goals—securing a lifetime of income for you and your family. How do we do this? As your trusted partners, we listen intently, design comprehensive strategies, and guide you with care and expertise, ensuring you feel secure and supported every step of the way.
Our Core Values
Principles Guiding Every Client Relationship
Caring
We prioritize empathy and personalized service in every client interaction. Our team is dedicated to understanding your unique needs and providing compassionate support throughout your financial journey.
Accountability
We hold ourselves to the highest standards of responsibility and reliability. We consistently deliver on our promises and ensure every action aligns with your best interests.
Professionalism
Our team upholds the highest standards of expertise and integrity in every interaction. We are committed to ethical practices, continuous improvement, and delivering exceptional service.
Honesty
We prioritize open communication and truthful advice, empowering you to make informed decisions with confidence.
Transparency
We are committed to clear and open communication. Our approach ensures you are fully informed about your financial options, strategies, and the steps we take on your behalf.
Awake and Awareness
We stay vigilant and informed about the latest trends, regulations, and opportunities in the financial world. This allows us to provide proactive advice, ensuring your financial strategies are always relevant and effective for your goals.
How We Got Where We Are Today
1993
The Horizon Group was founded in June of 1993 by Mark Congdon. The firm's original office was located at 19 Center Street in the village of Geneseo. Like our current offices, the Center Street location was historically significant, serving as Geneseo's first firehouse.
1994
The Horizon Group opened its first Rochester location on Browncroft Boulevard. From inception, the group specialized in retirement planning and hosted a variety of workshops for prospective retirees from Xerox, Kodak, and local universities.
1996
In 1996, Tim Hammond left his position as a financial advisor with Five Star Bank to help Mark build the group.
1998
Our radio show, "Money and More," debuted on WHAM 1180 in January 1998 and was one of WHAM's highest rated programs for its entire 11-year run. Through the radio show, workshops, and our annual Financial Fairs, the partners of The Horizon Group quickly became known as Rochester's retirement specialists.
2004
Mark and Susan Congdon purchased the Abel Post Homestead, a historic 1832 cobblestone in West Henrietta. With the help of historic decorator Glenda Barcklow and 42 subcontractors, this beautifully restored Federalist-style home now serves as headquarters for Horizon Financial. The restoration earned the Town of Henrietta Beautification Award in 2006. The charming and relaxed atmosphere of this special office provides a comfortable setting for important conversations.
2011
Ken Blazick came aboard specializing in research and investment management and now serves as our Chief Investment Officer.
2015
In 2015 the Money Management team moved into a house across from the cobblestone on West Henrietta Road. This renovated 1916 farmhouse was part of the famed Tirabassi Farm.
2019
Horizon Advisory Services, Inc. became an SEC Registered Investment Advisor. This is the legal entity through which we provide fiduciary asset management and financial planning services.
Today
While we have evolved over the years, we continue serving our clients with the foundational mission and values we first started with. We honor our roots, we remain committed to our firm’s tradition, and we cherish the many invaluable relationships built along the way.
Become Part of Our Timeline
Get in touch with our team to learn more about partnering with us.