Broker Check
Mark A. Congdon, AIF

Mark A. Congdon, AIF

Founder, Senior Partner

Mark started his financial services career in 1986 with IDS/American Express. He is an Accredited Investment Fiduciary with a Bachelor's Degree in Economics and Management from SUNY Geneseo. He has designed and authored retirement workshops for a number of corporations, including Kodak and Xerox. Mark is also an industry presenter, having educated advisors nationwide on long-term care, real estate, and best practices for financial planning firms.

Mark has been listed as one of the Top 100 Independent Advisors by Registered Rep Magazine. He is active within the industry, serving on the Advisor Council of the Financial Services Institute, voicing client concerns in both Washington and Albany. He lives in Geneseo with his wife Susan and has four children. Mark is an avid fisherman and enjoys spending time at his family cottage in the Thousand Islands. A fan of Abraham Lincoln, he collects Civil War and Underground Railroad memorabilia for the museum in the basement of the Henrietta office.