Optimal Service Group

Q: What is Optimal Service Group's official website?

Optimal Service Group's official website is www.optimalservicegroup.com

Q: What is Optimal Service Group's Revenue?

Optimal Service Group's revenue is $5.3 Million

Q: What is Optimal Service Group's SIC code?

Optimal Service Group's SIC: 62,628

Q: What is Optimal Service Group's NAICS code?

Optimal Service Group's NAICS: 52,523

Q: How many employees does Optimal Service Group have?

Optimal Service Group has 1-10 employees

Q: What industry does Optimal Service Group belong to?

Optimal Service Group is in the industry of: Finance , Securities Trading , Lending & Brokerage

Q: What is Optimal Service Group competition?

Optimal Service Group top competitors include: Wells Fargo Advisors , McLean Wealth Management Group , Wells Fargo Clearing Services , Aldridge Private Wealth Management Group

Q: What technology does Optimal Service Group use?

Some of the popular technologies that Optimal Service Group uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS

Q: How do I contact Optimal Service Group?

Optimal Service Group contact info: Phone number: (757) 220-1782 Website: www.optimalservicegroup.com

Finance · Virginia, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

428 McLaws Cir Ste 100, Williamsburg, Vi...

Phone Number

(757) 220-1782

Website

www.optimalservicegroup.com

Revenue

$5.3 Million

Industry

Finance

Securities Trading

Lending & Brokerage

About Optimal Service Group

The Optimal Service Group of Wells Fargo Advisors specializes in wealth management services, including private wealth management, family office services, and institutional consulting. With nearly 50 years of experience, they focus on helping clients build multi-generational legacies through personalized financial strategies. Their clientele includes high-net-worth individuals, families, and institutions, particularly in the sports and entertainment sectors. Recognized as a Forbes Best-In-State Wealth Management Team for three consecutive years, they emphasize clarity, service, and long-term partnerships.Explore more

Is this data correct?

View contact profiles from Optimal Service Group

SIC Code 62,628NAICS Code 52,523Show more

Optimal Service Group Org Chart

Phone

Joseph Montgomery

Managing Director, Investments

Phone

Vice President. Senior Registered Client Asso...

Phone

Vice President - Investments. Financial Consu...

Phone

Vice President - Investments. Senior Institut...

Phone

Assistant Vice President & Registered Client ...

Phone

Get the full picture

Compare Similar Companies to Optimal Service Group

Compare insights from companies similar to Optimal Service Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Optimal Service Group

$5.3M

1-10

Private

1975

Joseph MontgomeryManaging Director, Investments

Aldridge Private Wealth M...

$5.4M

11-50

Private

Scott DukeChief Operating Officer

Wells Fargo Clearing Serv...

<$5M

11-50

Private

2021

Gregory SpearsManaging Partner- Chief Operating Officer

McLean Wealth Management ...

<$5M

1-10

Private

Aaron CatesSenior Vice President

Wells Fargo Advisors

<$5M

1-10

Private

Amy ArthurManaging Director, Investments At Wells Advisors (Fargo)

View Email Formats for Optimal Service Group

Optimal Service Group Tech Stack

A closer look at the technologies used by Optimal Service Group

Cloudflare Website Optimization

See more technologies

Top Finance Companies

Frequently Asked Questions Regarding Optimal Service Group

What is Optimal Service Group's official website?

Optimal Service Group's official website is www.optimalservicegroup.com

What is Optimal Service Group's Revenue?

Optimal Service Group's revenue is $5.3 Million

What is Optimal Service Group's SIC code?

Optimal Service Group's SIC: 62,628

What is Optimal Service Group's NAICS code?

Optimal Service Group's NAICS: 52,523

How many employees does Optimal Service Group have?

Optimal Service Group has 1-10 employees

What industry does Optimal Service Group belong to?

Optimal Service Group is in the industry of: Finance, Securities Trading, Lending & Brokerage

What is Optimal Service Group competition?

Optimal Service Group top competitors include: Wells Fargo Advisors, McLean Wealth Management Group, Wells Fargo Clearing Services, Aldridge Private Wealth Management Group

What technology does Optimal Service Group use?

Some of the popular technologies that Optimal Service Group uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS

How do I contact Optimal Service Group?

Optimal Service Group contact info: Phone number: (757) 220-1782 Website: www.optimalservicegroup.com

What does Optimal Service Group do?

What are Optimal Service Group social media links?

Optimal Service Group Linkedin page

Is Optimal Service Group a public company?

Optimal Service Group is private company therefore does not currently have an official ticker symbol

See more information about Optimal Service Group

Optimal Service Group Latest Hires and Their Positions

Optimal Service Group is expanding and recently hired new employees. Here are the latest additions to the team.

Robin Wilcox

Vice President - Investments. Financial Consultant. Senior Institutional Consultant

Joined May 11, 2026

Phone

Cathleen Dillon

Assistant Vice President & Registered Client Associate

Joined May 11, 2026

Phone

Sell Smarter. Win Faster.

Level up your game to ZoomInfo Copilot, intuitive AI that turns your data and high-quality ZoomInfo data into an unfair advantage for your go-to-market teams.