Montgomery Insurance & Investments

Accounting - CPA - Tax Service

Location Information

Mr. Brad Montgomery

114 S. Detroit St.
Xenia, OH 45385

Phone: (937) 372-7646

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Company Description

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.

Return on Investment... It Pays To Belong

When a business invests in the Xenia Area Chamber, it forms a partnership with over 400 other investors that leverage time, money, and other assets to create stronger individual businesses and a stronger community.