Horizon Financial

Horizon Financial (CRD# 305239) is a financial advisory firm headquartered in West Henrietta, NY. They manage $422,810,005 in 1,460 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
5582 W. Henrietta Rd., West Henrietta, NY 14586
https://www.horizonfinancial.net
By the Numbers
  • Total Assets Under Management
    423
    MILLION
  • Total Number of Accounts
    1,460
    ACCOUNTS
  • Average Account Value
    $289,596
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NY, PA, SC, TX

Financial Advisors at Horizon Financial
Showing 1 - 10 of 11 top financial advisors.
1
Jonathan Blazick, financial advisor West Henrietta NY
Jonathan F. Blazick
CRD#: 6896643
5582 West Henrietta Road, West Henrietta, NY 14586

Jonathan Blazick (CRD# 6896643) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 6 years of experience in the finance industry.

2
Timothy Hammond, financial advisor West Henrietta NY
Timothy R. Hammond
CRD#: 2408313
5582 West Henrietta Road, West Henrietta, NY 14586

Timothy Hammond (CRD# 2408313) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 30 years of experience in the finance industry.

3
Donald Kwarta, financial advisor West Henrietta NY
Donald J. Kwarta
CRD#: 6804491
5582 West Henrietta Road, West Henrietta, NY 14586

Donald Kwarta (CRD# 6804491) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 6 years of experience in the finance industry.

4
Kenneth Blazick, financial advisor West Henrietta NY
Kenneth S. Blazick
CRD#: 5503456
5582 West Henrietta Road, West Henrietta, NY 14586

Kenneth Blazick (CRD# 5503456) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 14 years of experience in the finance industry.

5
Ava Bligh, financial advisor West Henrietta NY
Ava M. Bligh
CRD#: 7325588
5582 W. Henrietta Road, West Henrietta, NY 14586

Ava Bligh (CRD# 7325588) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 2 years of experience in the finance industry.

6
Benjamin Chappell, financial advisor West Henrietta NY
Benjamin R. Chappell
CRD#: 7436165
5582 West Henrietta Road, West Henrietta, NY 14586

Benjamin Chappell (CRD# 7436165) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has 1 year of experience in the finance industry.

7
Mark Congdon, financial advisor West Henrietta NY
Mark A. Congdon
CRD#: 1619131
5582 West Henrietta Road, West Henrietta, NY 14586

Mark Congdon (CRD# 1619131) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 37 years of experience in the finance industry.

8
Michael Congdon, financial advisor West Henrietta NY
Michael R. Congdon
CRD#: 5497417
5582 West Henrietta Rd., West Henrietta, NY 14586

Michael Congdon (CRD# 5497417) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 2 years of experience in the finance industry.

9
Amanda Heagerty, financial advisor West Henrietta NY
Amanda L. Heagerty
CRD#: 6698102
5582 West Henrietta Road, West Henrietta, NY 14586

Amanda Heagerty (CRD# 6698102) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 7 years of experience in the finance industry.

10
Brian Novellin, financial advisor West Henrietta NY
Brian M. Novellin
CRD#: 5929264
5582 West Henrietta Rd., West Henrietta, NY 14586

Brian Novellin (CRD# 5929264) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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