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, Barron's Conference

Recipient of the 2017 Gerald R. Ford Legends Award
Barron's - Top 100 Financial Advisors in America, 2004 - 2020
Barron's Advisor Hall of Fame - 2019
Financial Times -Top 400 Advisers, 2013, 2014, 2017 - 2019
Forbes - Best in State Wealth Advisors, 2019 - 2021
Forbes - Top 100 Wealth Advisors, 2016 - 2018
Forbes - Top 250 Wealth Advisors, 2019, 2020

*Click here to see IMPORTANT recognition disclosure information

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.

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Investment and Insurance Products:

Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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Awards & Recognition

Joseph W. Montgomery, CFP®, AIF®

Joseph W. Montgomery, CFP^®, AIF^®