News and Events at AGFS Archive page

  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