News and Events at AGFS

  October 10, 2021 - Utica, NY

  Stephanie participated in the historic 2021 installment of the

  Utica Boilermaker. This was the first time in Boilermaker history

  that the run was hosted in October. 

  Stephanie finished the 15k with a personal record with a time

  of 94 minutes 2 seconds. At the finish line she ran into her friend

  Joe who you may recognize from her Heart Run and Walk photos. 

  Great job to all runners who participated and we look forward

  to 2022!

  

 

  October 3, 2021 - Utica, NY

  AGFS boarded the Adirondack Scenic Railroad train along with

  a large group of our clients to take in the autumn sites. We 

  departed the Utica station and made the turn around at the 

  Thendara station with lots of great food, local brews from 

  Copper City Brewing Co., and entertainment by the Work Related

  Duo. 

  It is our absolute pleasure to share with our clients how much we

  appreciate the trust they've placed with us in guiding them to

  confident financial lives and futures. 

  We look forward to the next installment of our annual

  event in 2022.  

  

 

  September 1, 2021 - Utica, NY

  AGFS is proud to introduce our newest team member, 

  Janice Williams, CFA, CPFA. Her focus will be on 

  investment analysis, portfolio construction, and 

  management. 

  We have known Janice for many years and welcome

  her not only for the excellent knowledge and experience

  she brings, but for the great team player, friend, and 

  fun co-worker we know she will be.  

  

 

  August 22, 2021 - Utica, NY

  Stephanie participated in the 2021 Tunnel to Towers 5K Run Utica. 

  This was the first year that Utica hosted a city run/walk as part of

  The Tunnel to Towers Foundation's National Run, Walk & Climb Series.

  Some of the proceeds raised in 2021 helped pay off the mortgages

  on 50 homes of fallen heroes across the country. 

  The 2nd Annual Tunnel to Towers Utica will be on

  Sunday, August 21, 2022.

  For additional information on the foundation and their events, 

  please visit: www.t2t.org. 

  

 

  July 18, 2021 - Utica, NY

  Stephanie and her friend, Courtney, participated in The Erie Canal

  Half Marathon Relay. Finishing as the 10th team to cross the finish 

  and the first team to finish in the open women's division, they put

  on a good showing of how 'Moms Have More Run'. 

 

  June 25, 2021 - Utica, NY

  The AGFS crew planned an office retreat at Canadarago Lake. 

  On the agenda was a review of the current business plans,

  some team building exercises, lunch, and a tour around

  the lake. 

 

  March 26, 2021 - Utica, NY

  We are pleased to announce that Trinity has

  completed her first big step forward for her

  future career in the financial industry!

  Trinity sat for and passed the Finra SIE

  exam on March 26, 2021. The SIE is the

  Securities Industry Essentials Exam and is an

  introductory-level exam that assesses a candidate's

  knowledge of basic securities industry information. 

  Next up for her is to continue her studies and

  take the Finra Series 7 this summer before beginning

  her fall semester of college. 

  For more information on this and other Finra exams

  and qualifications, please visit: https://www.finra.org/#/

  March 3, 2021 - Utica, NY

  We are pleased to announce that Stephanie is now a

  Registered Assistant!

  Stephanie sat for and passed the Finra Series 7

  exam on February 26, 2021. The Series 7 is the

  General Securities Representative Exam.

  Next up for her is to continue her studies and

  take the Finra Series 24 later this year.

  December 22, 2020 - Utica, NY

  Our final holiday donation was to the Central New York

  Veterans Outreach Center.

  With a majority of our staff either being a veteran or

  having family and friends who are veterans or active

  duty, we felt a donation to this local non profit was a

  most. We collected non perishable pantry items,

  personal hygiene products, and lightly worn clothes

  in addition to the brand new collection of cold weather

  gear and clothing that we delivered. The donation

  was greatly appreciated by the volunteers who even

  referred to Stephanie as 'Santa's Helper'.

  For more information on CNY Veterans Outreach

  Center, please visit www.ucdevelopment.org

  December 17, 2020 - West Winfield, NY

  Keeping the season of giving going, AGFS made a monetary

  donation to the West Winfield chapter of the Rotary Club.

  As a resident of West Winfield, Stephanie was blessed to be

  able to present the donation to her father in law,

  C.W. "Budd" Osborn, who has been a member of

  the Rotary Club for many years and is the current secretary.

  The donation was made to their Christmas Basket Program.

  This year the West Winfield chapter had 65 families that

  were provided with donations of food and 415 gifts to help

  celebrate the holiday season.

  December 17, 2020 - Utica, NY

  In what had been a challenging year for everyone,

  we wanted to give back during the season of giving.

  We were very fortunate to have a connection to

  Operation Sunshine & the Rescue Mission here in Utica, NY.

  Emily and Stephanie dropped off a cart full of toys, games,

  books, crafts, and warm weather gear to benefit

  children in need during the holiday season

  in the Mohawk Valley.

  For more information on Operation Sunshine, the

  Rescue Mission of Utica, or to make a donation,

  please visit www.opsun.org and https://uticamission.org/

  October 12, 2020 - Utica, NY

  We are excited to announce our newest addition

  to the AGFS team, Jill Rotach!

  Jill joins us with over 20 years of experience in the

  financial services industry. She will be your go to

  for all things service related and strives for excellence.

  We are so pleased that Jill decided to join us and

  look forward to all the great things to come!

  October 4, 2020 - Utica, NY

  All of us at AGFS love the work we do, and that is attributable

  to our great clients. Meeting clients and hosting our annual

  events is always a highlight for us. Regrettably, the

  circumstances of the year limited our options.

  So, we asked what could we do to say thank you for choosing us

  as your Financial Advisor team? Bake cookies of course!

  With some sugar and spice and the expert guidance from

  from the owner and staff of Wisk Baking Co. in Utica, NY,

  made over 1,000 cookies and shipped them directly

  to our clients' homes.

  June 29, 2020 - Utica, NY

  We are OPEN! and have remained open during the NYS

  shelter in place order as an essential business to continue to

  provide you, our clients, the expert care and services that

  you've come to know and expect. With the implementation of

  virtual meetings and conference calls,we were able to seamlessly

  continue to meet the high level of customer service needed to

  provide you with peace of mind even with the new normal.

  But we are excited to announce we welcome you, once again, to

  schedule face to face appointments.Of course, Per NY state

  guidelines, masks are encouraged and new sanitation procedures

  are in place.

  We can't wait to see you all again and we thank you for the trust

  you've given us to help guide you on your financial journey.

  March 7, 2020 - Syracuse, NY

  Heather participated in the 15th Annual Tipperary Hill

  Shamrock Run for the first time.

  The Shamrock Run partners with the St. Patrick

  Hunger Project encouraging participants and spectators

  to bring either food donations of non-perishable canned

  or boxed food or monetary donations. Donations are

  distributed through the Inter-religious Food Consortium

  and the Food Bank of CNY.

  March 7, 2020 - Utica, NY

  Stephanie & friends participated in the American Heart Association's

  Heart Run & Walk completing the 5 mile run as part of Team Jayden

  Stephanie also volunteers her time at the registration annually along

  side an AGFS familiar face, Colleen Thomas.

  This year, Utica's Heart Run & Walk has raised a total of $754,812.77!

  October 27-30, 2019 - Nashville, Tennessee

  Bob & Stephanie attended the Advisor Group ConnectED 2019 conference

  along with Bob's wife, Cindy.

  While attending the Royal Alliance General Session, Bob was presented

  with THE Compliance Excellence Award out of the 3000+ advisors

  that make up Royal Alliance.

  Stephanie and Bob accepted the award on stage from Dmitry Goldin,

  President and Chief Executive Officer of Royal Alliance Associates, Inc.

  The conference provided the opportunity to listen to keynote speakers

  Dr. Joe Coughlin, Victoria Arlen, and Peyton Manning.

  Bob, Cindy, & Stephanie had the privilege to enjoy an exclusive riverfront

  concert featuring the legendary Charlie Daniels, Gretchen Wilson,

  and Trace Adkins.

  September 28, 2019 - Verona, NY

  Bob & Cindy Watkins attended the New York International Wine Auction

  to benefit ARC Herkimer. Next year will be the 25th anniversary and final

  installment of this charitable event.

  August 22, 2019 - Utica, NY

  We all got together to celebrate Vincent Visconti's birthday a few days

  early by surprising him with delicious chocolate goodies

  from a local Italian bakery.

  He celebrated his birthday day with family on August 25th.

  Happy Birthday Vinny!

  August 6, 2019 - Utica, NY

  Our 2019 Spring & Summer intern, Trinity Critelli, was awarded a coveted

  scholarship award presented by Nationwide. Trinity was selected to be the

  recipient of the scholarship based on her essay response to the question

  "A surprising percentage of Americans report that they would not be able to

  come up with $1,000 tomorrow if needed. Why do you suppose so many

  Americans live paycheck to paycheck & what can you do to be successful

  in your financial well-being now and in the future?".

  We have no doubt that Trinity will do great things as she starts her next chapter

  as a Business Major at Mohawk Valley Community College with her sights set

  on joining the investment world and put her essay answer into action.

  Pictured: Nationwide representative, Trinity Critelli, & Craig Critelli (Trinity's dad)

  July 14, 2019 - Utica, NY

  Heather completed the Boilermaker 5k while her husband, Dave,

  completed the 15k

  Cheering them both on was their daughter Ariana

  July 14, 2019 - Utica, NY

  Stephanie completed the Boilermaker 15k

  with a time of 1:43:00 - not too shabby for sitting out last year

  being pregnant with baby # 3

  Here she is at the post race party with friend Suzanna

  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. 

   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