Community. Expertise. World-Class Service.
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!
What our clients are saying
"Charlie has done an excellent job on my tax returns in the last several years"
"Recently had a tax problem solved by Montgomery's Charlie Davis. Great service!!"
"I recommend all Services provided. This is a great and reliable Company of Good Honest American Folk that have your best Interests at heart."
Personal and Commercial Lines insurance professionals
Ask me about these types of insurance...
Having the right car insurance is so important, even more important is understanding all the ins and outs of your coverage to help protect you.Request an automobile insurance quote
An independent insurance agent will make sure that your business is covered in the event of a catastrophe or sudden loss.Request a business insurance quote
Get multiple quotes on your homeowners insurance with one phone call. Let an independent agent shop for you.Request a homeowners insurance quote
If a data breach does happen, it's a wise decision to have a cyber liability insurance policy to help your company stay secure.Request a cyber liability quote
An independent insurance agent will walk you through top umbrella policy options to make sure you have the proper coverage to tackle above and beyond claims.Request an umbrella insurance quote
Restaurant insurance is a combo platter of coverage that protects your customers, employees, property and inventory.Request a restaurant insurance quote
Why choose Montgomery Insurance & Investments
States we serve
Our insurance coverages
Personal insurance coverage
- Builders Risk / Construction
- Identity Fraud
- Personal Watercraft
- RV / Motorhome
- Valuable Items
Business insurance coverage
- Builders Risk
- Business Owners Package (BOP)
- Business Vehicle
- Contractors Equipment
- Cyber Liability
- Directors & Officers
- Employment Practices Liability
- Errors & Omissions
- General Liability
- Inland Marine
- Professional Liability
- Umbrella / Excess
- Workers' Compensation
Life & Annuties coverage
- Disability Income
- Long Term Care
Industries we serve
- 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
Recommended insurance company partners
Other companies we work with:Auto-Owners Insurance Company, Berkley Southeast Insurance Group, CNA, Cincinnati Insurance Company, Donegal Mutual Insurance Company, Firemans Fund Ins, GNY Insurance Companies, Markel Specialty, Mennonite Mutual Insurance, Oxford Life Insurance Company, Peninsula Insurance Companies, Philadelphia Insurance Companies, RPS, Scottsdale Insurance Company, The Hartford, United States Liab, Vindati, W. R. Berkley Insurance Group, Western Reserve Mutual
Montgomery Insurance & Investments Reviews
Charlie has done an excellent job on my tax returns in the last several years
Recently had a tax problem solved by Montgomery's Charlie Davis. Great service!!
I recommend all Services provided. This is a great and reliable Company of Good Honest American Folk that have your best Interests at heart.