Horizon Financial

Horizon Financial is a financial planner in Henrietta, New York, serving individuals and couples throughout the Rochester area with personalized financial planning and wealth management. The firm specializes in helping clients prepare for a comfortable, worry-free retirement through comprehensive financial strategies, fiduciary portfolio management, and ongoing personal partnership. With a client-centered approach rooted in empathy and long-term planning, Horizon Financial supports clients across life’s financial milestones, from retirement visioning to estate considerations. The firm has been serving the community since 1993 and maintains a 5.00 rating based on customer reviews.

Founded by Mark A. Congdon, a certified Accredited Investment Fiduciary with a degree in Economics and Management from SUNY Geneseo, Horizon Financial operates from a restored 1832 Federalist-style home in Henrietta. The firm emphasizes caring, accountability, professionalism, and honesty in every client relationship, guided by a mission to manage and preserve wealth for secure, confident retirements. Services include personalized financial planning, long-term wealth preservation, educational events such as seminars and webinars, and direct, ongoing collaboration with clients. The team is committed to building meaningful, family-oriented partnerships that endure throughout a client’s financial journey.

Located at 5582 West Henrietta Road, Horizon Financial sits just a short distance from key local infrastructure. The office is about 0.3 miles from the NYS Police - Henrietta station, 0.5 miles from Henrietta Station #2 fire station and the West Henrietta Post Office, and approximately 0.6 miles from the Genesee Expressway. It lies just off West Henrietta Road, near the New York State Thruway, placing it within easy reach of major regional travel corridors.

Horizon Financial is recognized for its deep community roots, decades of experience, and consistent client focus. The firm’s long-standing presence in Henrietta and its commitment to personalized, values-driven service have earned it a reputation as a trusted partner in financial security. With a strong emphasis on relationship-building and financial clarity, Horizon Financial stands as a dependable guide for residents of Henrietta and surrounding areas seeking lasting financial confidence.