History

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 - it served as Geneseo's first firehouse.

In 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.  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.

As the firm has grown, we have added advisors with special areas of interest and expertise.  In 1996, Tim Hammond left his position as a Financial Advisor with Five Star Bank to help Mark build the group.  Terry Muchler joined the group in 1999 after starting his career with Metropolitan Life and founding his own firm. Ken Blazick came aboard in 2011 specializing in research and investment management.

Our partners are highly regarded in the industry and have been given several honors and accolades.  Mark has been listed as one of America's Top 100 Independent Advisors by Registered Rep magazine.  The firm and our individual planners rank among the top within our Broker-Dealer, Securities Service Network, Inc.  Mark and Terry have been quoted in Business Week, Financial Planning Magazine, and a number of industry publications.  Mark has represented clients and the industry in Washington and Albany, volunteering his talents to lobby on important issues.  When there is news regarding local companies or major market events, the partners often provide expert commentary for local newscasts.

Currently we manage over $430 million for some 600 families in the region.  We are proud to be in our 23rd year of guiding clients through the challenges of managing their money, taxes, and protection needs - serving as a trusted advisor anywhere money touches life.