A broad asset allocation with a commitment to client care
Joseph Montgomery of The Optimal Service Group of Wells Fargo Advisors
Advisor believes that market has an upward bias and that this is the best situation he’s seen in almost five decades
With a career spanning more than 48 years, Joseph Montgomery, managing director of investments at The Optimal Service Group of Wells Fargo Advisors in Williamsburg, Virginia, has seen the philosophy of wealth management evolve over time. When he first began, it was a transactional business – but b
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