News and Events at AGFS | Advanced Group Financial Services & CLASS Advisors

June 29-31, 2019 - Wealth Management Symposium in Las Vegas

Vinny attended his first conference with Bob since joining the firm

and picked a great one! While there, Bob was able to grab this

shot of him while on an excursion to Red Rock Canyon.

He enjoyed the small group atmosphere and being able to learn

from panels of both new and seasoned consultants.

May 4th, 2019 - Spring Fling Shredding Event

Pictured are Robert Watkins, Emily Seelig, & Stephanie Osborn.

AGFS provided coffee & donuts while Confidata provided secure

on-site shredding exclusively for our clients.

Also, Stephanie coordinated a collection of goods in need to benefit the

CNY Veterans Outreach Center.

For more information regarding the CNY Veterans Outreach Center,

please visit http://www.ucdevelopment.org

Stephanie participated in the 2019 Heart Run & Walk on March 2nd.

She finished the 5 mile run along side her friends Jennifer and Joe as part of Team Jayden.

Bob and Cindy Watkins attended the New York International Wine Auction on October 6, 2018 to benefit ARC Herkimer. The wine auction raised a record gross this year.

Please welcome one of the newest members of the AGFS family!

Adriana Autumn made her arrival on August 27, 2018 born to Stephanie & Andrew Osborn

AGFS welcomed a new addition on June 3^rd 2018 – Meet Ariana Rose Hawley weighing in at 5lbs 14oz

May 2018 - Vincent Visconti joins AGFS

May 11, 2018 – Bob’s big catch while conducting a review aboard client’s fishing boat.

March 23, 2018 - Heather has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use CERTIFIED FINANCIAL PLANNER™ AND CFP® certification marks in accordance with CFP Board certification and renewal requirements. For more about CFP Board, visit www.CFP.net.

Stephanie participated in the American Heart Association's Heart Run & Walk

with friends as part of Team Jayden on March 3, 2018 completing the 5 mile run

Heather and Bob (Bob not pictured) attended the Advisor Group W Forum in New Orleans, February 2018 – Heather was able to sneak away and visit the US Mint & Jackson Square

An expectant Heather (and baby) completed the Syracuse Half Marathon on November 12th 2017

AGFS Client Appreciation Event at Scenic View Campground - October 15, 2017

A group that paints and sips together, stays together.

Heather and husband Dave completed the 2017 15k Boilermaker on July 9^th with a friend

Stephanie completed the 2017 15k Boilermarker with friend Jennifer.

Bob attended the New York State Capitol Day as an advisor representative with the Financial Services Institute coordinating with law makers to ensure best regulations geared towards protecting & servicing the investing public – Spring 2017

AGFS Client Appreciation Event at the Utica Zoo

Joe meets Colin Powell at the 2016 ConnectEd Conference - National Habor, MD

Joseph P. Viviano joins the AGFS Team - Fall 2016

Heather and Dave's Wedding! New York Mills, NY - July 16, 2016

Heather runs the 15K Boilermaker - July 10, 2016

Mama Mia! AGFS at the Stanley Theater - October 25, 2015

Heather runs her first half marathon - Saratoga Palio, September 20, 2015

If you happened to be at the Utica Boilermaker 2015 Post Race Party you may have seen our very own Emily Seelig and Stephanie Osborn. Emily completed her first Boilermaker 5k and Stephanie completed her 3rd Boilermaker 15k.

Heather E. Lawlor, MBA, passes the Series 24 General Securities Principal exam on February 4, 2015 as administered by the U.S. Financial Industry Regulatory Authority (FINRA). Being a General Securities Principal qualifies a registered individual to supervise or manage branch activities. The exam covers topics such as supervision of investment banking, trading, customer accounts, and the primary/secondary markets.

AGFS welcomes Alessandra Brielle Osborn on September 24, 2014 born to Stephanie and Andrew Osborn