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 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 quoteAn independent insurance agent will make sure that your business is covered in the event of a catastrophe or sudden loss.
Request a business insurance quoteGet multiple quotes on your homeowners insurance with one phone call. Let an independent agent shop for you.
Request a homeowners insurance quoteIf 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 quoteAn 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 quoteRestaurant 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
- Ohio
Our insurance coverages
Personal insurance coverage
- ATV
- Automobile
- Boat
- Builders Risk / Construction
- Farm
- Flood
- Health
- Home
- Identity Fraud
- Motorcycle
- Other
- Personal Watercraft
- RV / Motorhome
- Renters
- Snowmobile
- Umbrella
- Valuable Items
Business insurance coverage
- Bonds
- Builders Risk
- Business Owners Package (BOP)
- Business Vehicle
- Contractors Equipment
- Cyber Liability
- Directors & Officers
- Employment Practices Liability
- Errors & Omissions
- General Liability
- Inland Marine
- Other
- Professional Liability
- Property
- Umbrella / Excess
- Workers' Compensation
Life & Annuities 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, Hiscox Ins Co Inc., 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, Westfield InsuranceMontgomery Insurance & Investments Reviews
Customer Reviews
The people at Montgomery are great. The experience of doing taxes is easy but very thurough.
Charlie does a great job! I trust him and feel like he works hard to do what is best for his clients.
We have always gotten excellent service from Montgomery Insurance! Great customer service, and very trustworthy. Kristie is awesome, always helpful and friendly!
My family has know the Montgomery's for years. We have been with them for our insurance and have always had terrific service. I would recommend them to everybody.
Montgomery Insurance is a very responsive company to their client's needs. Montgomery Insurance is in business to succeed and they know to succeed they must attend to the customers needs. Big, small, or in between size customer ; Montgomery treats us all as if we were their only customer..
After several years with Charlie doing our home and business taxes we have no worries and concerns when tax time arrives! We went from shoe boxes of receipts and tears to smiles and file forms! We recommend them to anyone and everyone. You start out business acquaintances and quickly become friends.
Best insurance!!!! I love them, they always make sure I understand and have everything I need. When I forget to pay they always make sure I do it so it won't cancel. Honestly I recommended 100%. I'm pretty sure everyone is nice but I have work with Blair and Melissa and they are the nicest persons !!!
I appreciate the personal touch and service that has been given to me by the entire staff. Things like calls / text messages to remind me of payment due . Very friendly, out going staff that makes you feel like family. Very professional, responsive and through with getting things done. When I've had claims, there are NO questions asked . They get it DONE and PAID. My only complaint if there is one is the ever increasing cost ( along with the cost of living expenses)that everyone gets. It would be nice to have a more individualized policy and maybe once in a blue moon the price goes down as a reward for not having claims. Great insurance company to work with for personal and business needs. I have been with them 30 years and my parents 30 years before me. Would not think of going anywhere else.
You will not be disappointed in the personal services offered by the professionals at Montgomery Insurance and Investment. They work hard for you!
I recommend all Services provided. This is a great and reliable Company of Good Honest American Folk that have your best Interests at heart.
We prioritize honest feedback from our clients to assist future customers in making well-informed decisions. Our review section showcases authentic experiences from real customers. When a less-than-positive review is submitted, we share it with both the agent and the reviewer to foster collaboration and improvement based on constructive feedback. We also moderate reviews to remove inappropriate content or spam, upholding a high standard of trust and transparency.
