Montgomery Insurance & Investment

We are an Independent Agency specializing in customized insurance, financial planning, health & benefits and tax preparation. We're a different breed of insurance & investments firm, and we're confident that you will like what you see!

Many people think it doesn’t matter where they buy their insurance – that every carrier basically has the same products and the goal is simply to find the lowest up-front price. This misconception could cost you protection, customer service, and ultimately, more money. Buying insurance is not a commodity – it is an important safety net for you, your family, your home, your car, and/or your business. It should be customized for your needs by an expert who understands the insurance industry. This way, you know you are getting the coverage you really need, at a competitive price.
SOCA Benefit Plan available through this broker.
114 S. Detroit Street, Xenia, OH 45387