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Montgomery Insurance & Investments
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Montgomery Insurance & Investments

Independent Insurance Agent in Xenia, OH

About us

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!

Personal and Commercial Lines insurance experts

Ask me about these types of insurance...

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 a umbrella insurance quote

Restaurant insurance is a combo platter of coverage that protects your customers, employees, property and inventory.

Request a restaurant insurance quote

Hotel insurance is a very specific type of business insurance that's been tailored to meet the unique coverage needs of your business. Talk to an independent agent.

Request a hotel insurance quote

Why choose Montgomery Insurance & Investments

States we serve

  • Ohio

Our insurance coverages

Personal insurance coverage

  • Automobile
  • Boat
  • Builders Risk / Construction
  • Farm
  • Flood
  • Health
  • Home
  • Identity Fraud
  • Motorcycle
  • Other
  • Personal Watercraft
  • Renters
  • Snowmobile
  • Umbrella
  • Valuable Items

Business insurance coverage

  • Bonds
  • Builders Risk
  • Business Owners Package (BOP)
  • Business Vehicle
  • Contractors Equipment
  • Cyber Liability
  • Employment Practices Liability
  • Errors & Omissions
  • General Liability
  • Inland Marine
  • Other
  • Professional Liability
  • Property
  • Umbrella / Excess
  • Workers' Compensation

Life & Annuties coverage

  • Annuities
  • Disability Income
  • Life
  • 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
  • Construction
  • Educational Services
  • Finance and Insurance
  • Health Care and Social Assistance
  • Information
  • 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
  • Utilities
  • 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

Average based on 3 reviews Leave a review

Customer Reviews

October 15, 2019

Charlie has done an excellent job on my tax returns in the last several years

October 15, 2019

Recently had a tax problem solved by Montgomery's Charlie Davis. Great service!!

October 15, 2019

I recommend all Services provided. This is a great and reliable Company of Good Honest American Folk that have your best Interests at heart.

RECOMMENDED INSURANCE COMPANY PARTNERS

Montgomery Insurance & Investments

Community. Expertise. World-Class Service.

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