by Cindy Joyce | Dec 9, 2022 | Uncategorized
Michael Joyce is once again a Five Star Wealth Manager Award Winner in 2022! This marks the tenth time that he has been honored with this award. Congratulations to Michael for this industry recognition! Five Star Wealth Manager Award Criteria The award is given...
by Cindy Joyce | Nov 30, 2022 | Agili Personal CFOs, Agili Team Members, Uncategorized
Agili recently announced the following promotions in the Richmond office. Richmond BizSense subscribers can see these announcements highlighted in its The Herd column. Amber Ott was promoted to Director of Operations, Chief Compliance Officer. She was previously...
by Cindy Joyce | Oct 27, 2022 | Uncategorized
It’s that season again! No, we’re not talking about Halloween or Thanksgiving. At Agili, we’re talking about an important time of year – Medicare Open Enrollment season! Deadline to Make Medicare Plan Changes – December 7th Medicare participants...
by Cindy Joyce | Feb 18, 2022 | Agili Personal CFOs, Agili Team Members, Uncategorized
Agili CFO, Cindy Joyce, wrote the following letter to Agili’s clients, thanking them for participating in our annual client survey. She delineates the reasons we so value our clients’ input each year — and how we put the information gleaned from the...
