Montgomery and Co. Commemorate GroundbreakingNov 14, 2017 01:19PM ● By Emily Stevenson
Joe Montgomery Jr., president and CEO of Montgomery and Co. shared stories of the firm's early days and the progress their close-knit team has made since then. He thanked his family for their support and sacrifices over the 23 years that the firm has been in business.
“I was scared I couldn’t provide for my family, but I couldn’t have built this dream without them” says Montgomery Jr. “The one thing that made it all worthwhile was knowing that I was working to make their lives that much better.”
At the new location, Montgomery and Co. services will include full outsourced, mobile and cloud based bookkeeping, payroll, tax planning and fractional CFO, bill pay, receipt tracking, wealth management and business coaching. The facility will initially be staffed with 11 team members, increasing to 22 over the next three to five years. The new location is planned to be open to the public on Aug. 15, 2018.