Montgomery Insurance & Investments
Accounting - CPA - Tax Service
Location InformationMr. Brad Montgomery
114 S. Detroit St.
Xenia, OH 45385
Phone: (937) 372-7646
Montgomery Insurance and Investments is a family owned and operated independent insurance and investment firm. Professional staff manages comprehensive insurance and financial exposures to Partner, Protect and Prepare clients for future events. The agency is a proud member of the Keystone Insurers Group controlling unique resources for specialized programs. The Property Casualty department provides business, home, auto and related insurance coverage. The Jamestown staff specializes in farm insurance programs. The Financial Services department provides investment, retirement and life insurance planning for individuals and works with employers to provide quality retirement programs. The Health & Benefits department provides group benefit plans for businesses and health insurance plans for individuals. They guide clients through the ever complicated health insurance market to provide the best value for their premium dollars. Montgomery Insurance and Investments has offices located in downtown Xenia and downtown Jamestown and serves Greene County and surrounding areas. The agency is community minded and is involved in many civic groups and projects.