Montgomery Insurance & Investment Agency, Inc.

Founded in 1956
Community. Expertise. World-Class Service.
114 S Detroit Street, Xenia  OH  45335
(937) 490-1933

About Us

Welcome to Montgomery Insurance & Investments! We are an Independent Agency, specializing in providing customized insurance, financial services, health & benefits and tax preparation for individuals and businesses. We think you will find that we are a different breed of insurance & investments firm, and we're confident that you will like what you see. With all of the brown-box insurance options out there today, it's easy to see insurance as a commodity, or a "one size fits all" solution. That's not how we approach insurance at Montgomery. Our Specialists evaluate your unique situation with the attention it deserves. We want to maintain a one-on-one relationship with you. Our goal is to keep you informed and to help you identify changes that might impact your policy or coverage. We work hard to keep lines of communication open. Community. Expertise. World-Class Service. These are words we live by. Our employees are active, contributing members of Greene County, OH and surrounding counties, and most have raised families in the local area for many years. The Montgomery family itself has been in Xenia for multiple generations. Our wide breadth of experience, vast knowledge base, and ever-growing network of resources give us unbeatable expertise that sets us apart from our competitors. We are passionate about providing world-class service to each and every client, every day, in a friendly, down-to-earth way. We look forward to meeting you!

Our Team

Brad Montgomery - President
Brad Montgomery
Blair Davis - Commercial Lines Sales Executive
Blair Davis
Commercial Lines Sales Executive
Jim Saner - Vice President
Jim Saner
Vice President
Kris Williams - Commercial Lines Account Executive
Kris Williams
Commercial Lines Account Executive
Melissa Rinehart - Commercial Lines Account Executive
Melissa Rinehart
Commercial Lines Account Executive
Kristie Boyer - Personal Lines Sales Executive
Kristie Boyer
Personal Lines Sales Executive
Leslie Day - Personal Lines Account Executive
Leslie Day
Personal Lines Account Executive


Agency Services

10+ Years in Business ADA/Handicap Accessible Extended Service Hours (Evening - Weekend) Free Parking Online Services (Bill Pay, Chat, etc.)

Coverage We Provide

Personal Insurance

Builders Risk/Home Construction
Personal Watercraft

Commercial Insurance

Builders Risk
Business Owners / Package
Business Vehicle
Contractors Equipment
Cyber Liability
Directors & Officers
Employment Practices Liability
Errors and Omissions
General Liability
Inland Marine
Professional Liability
Workers Compensation


Accommodation and Food Services
Administrative and Support and Waste Management and Remediation Services
Agriculture, Forestry, Fishing and Hunting
Arts, Entertainment, and Recreation
Educational Services
Finance and Insurance
Health Care and Social Assistance
Management of Companies and Enterprises
Manufacturing - Food / Beverage / Textiles / Apparel / Leather
Manufacturing - Metal / Machinery / Computer / Electrical / Transportation / Furniture
Manufacturing - Wood / Paper / Paper / Mining / Plastics
Mining, Quarrying, and Oil and Gas Extraction
Other Services (except Public Administration)
Professional, Scientific, and Technical Services
Public Administration
Real Estate and Rental and Leasing
Retail - Sporting Goods / Hobby / Music / General / Misc.
Retail - Vehicle / Home / Furniture / Building / Garden / Food / Health / Gas / Clothing
Transportation - Air / Rail / Water / Truck / Transit / Ground / Pipeline / Scenic
Transportation and Warehousing
Wholesale Trade

Companies We Work With

America Modern Home Ins
Auto-Owners Insurance Company
Berkley Southeast Insurance Group
Cincinnati Insurance Co
Donegal Mutual Insurance Co
Firemans Fund Ins
Foremost Insurance Company
Greater New York (GNY)
Harleysville Insurance Co
Homeowners Insurance Co
Markel Specialty
Mennonite Mutual Insurance
Motorists Mutual Insurance Co.
Oxford Life Insurance Company
Peninsula Insurance Companies
Philadelphia Insurance Companies
Progressive Insurance
RLI Corp
Risk Placement Services (RPS)
Scottsdale Insurance Co
The Hartford
USLI - United States Liability Insurance
W. R. Berkley Insurance Group
West Bend Mutual Insurance Co
Western Reserve Mutual
Westfield Insurance

Office Hours

Mon: 9:00 AM - 5:00 PM
Tues: 9:00 AM - 5:00 PM
Wed: 9:00 AM - 5:00 PM
Thurs: 9:00 AM - 5:00 PM
Fri: 9:00 AM - 5:00 PM
Sat: Closed
Sun: Closed


114 S Detroit Street , Xenia OH 45335
States Served:  Ohio