The Optimal Service Group of Wells Fargo Advisors

Address: 428 McLaws Circle, Suite 100, Williamsburg, VA 23185
Phone: 757-220-1782  |  800-444-5060    Fax: 757-220-8785

Our Commitment to You

Our team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. We have access to a broad array of company resources -- including research analysts and economic and market experts who help us make informed investment recommendations based on your needs. <br/><br/>Contact us if you'd like us to help you develop strategies for pursuing your financial goals.

Securities Registered in the following states: AL, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
JOSEPH MONTGOMERY CA Insurance Lic. # 0C18828
United States: Virginia: Williamsburg Branch