The Optimal Service Group
of Wells Fargo Advisors

CONNECT

Address:

428 McLaws Circle Suite 100
Williamsburg, VA 23185

Phone:

(888) 465-8422,(757) 220-1782

Fax/Other:

(757) 564-3026

Awards & Recognition

Barron's named The Optimal Service Group one of the Top 30 Institutional Consulting Teams every year since the ranking's inception in 2015.

Joseph W. Montgomery, CFP®, AIF®
Managing Director - Investments

Jospeh W. Montgomery Barrons Conference

 

  • Recipient of the Gerald R. Ford Legends Award
  • Forbes – Top 100 Wealth Advisors, 2016 - 2018
  • Barron’s – Top 100 Financial Advisors in America, 2004 - 2018
  • Worth – Top 100 Wealth Advisors, 2005, 2006 and 2008
  • Research – Top-Ranked Advisor Team in America, 2004 - 2009
  • Registered Rep – Top 100 Advisors in America, 2005, 2007, 2011 and 2012
  • Worth – Nation’s Most Exclusive Wealth Advisors
  • Research – Financial Advisor Hall of Fame
  • Virginia Business – State’s Top Wealth Advisors, 2005 - 2011
  • Financial Times – Top 400 Advisers, 2013, 2014, 2017 and 2018

 

 

*See Disclosures page

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