Montgomery Insurance & Investments is in the Business Spotlight

Xenia is blessed with many wonderful businesses, small and large, selling or manufacturing a wide array of goods and services. Some are well known, other so not so much. Each month we will spotlight one business in the City, sharing their story and demonstrating what makes Xenia great!

Steve Brodsky, Xenia Economic Development Director

Montgomery Insurance & Investments

·        We are an Independent Agency, specializing in providing customized insurance, investment planning, 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.

·        Established in 1956 by Robert T. Montgomery, Montgomery Insurance & Investments has grown to one of the largest insurance and financial services firms in Greene County with the main location in downtown Xenia and a branch location in Jamestown. With 25 amazing employees the agency stands for the highest in ability and integrity.

·        Community. Expertise. World-Class Service. These are words we live by. Our employees are active, contributing members of Xenia, OH and surrounding cities, and most have raised families in Xenia 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.

·        Insurance - 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.

·        Health & Benefits - Whether you are an individual or a group, the experts at Montgomery can help you find a health benefits solution that ultimately fits your needs and your budget. We also make it a priority to keep up with the rapidly changing world of health care reform, so we can help you navigate successfully through the web of health benefits options.

·        Financial Services - Good financial health is comprised of many investment and planning elements. Whether you are an individual or a small business, our Financial Advisors can assist you in protecting the present and preparing for the future. We also teach you how to make good financial decisions every day, so you can continue along the path to reaching your long-term financial goals.

·        Tax Preparation - Unique to Montgomery Insurance & Investments is an in-house Tax Consultant. Our Tax Consultant is a member of the Ohio Society of Certified Public Accountants as a licensed CPA. Our experienced Tax Consultant stays current with tax laws and regulations, so our advice is up-to-date and accurate. Our Tax Consultant also works hand in hand with our Financial Advisors to advise you on tax implications of various investment products – before you actually invest. We provide customized feedback to ensure your final filing results in the best possible return with the least net tax.

·        A secure future starts now, with a solid foundation built on having the right safety nets in place, and investment decisions with long-term growth in mind. Call Montgomery Insurance & Investments today, to start building your foundation.

·        Voted the Best Insurance Agency in Greene County  by the Greene County Daily Readers

·        Completely re-designed customer interactive web-site rolling out in 2012

·        In the process of giving our façade a facelift with new signage, north wall and awnings

·        Celebrated our 50^th Anniversary in June 2006

·        Xenia is home. The people and businesses here have a strong sense of community and strive to make our city better. The citizens here are loyal and friendly and we are blessed to be able to call a lot of them clients. Xenia truly is the City of Hospitality and it shows in how people will go out of their way to help when the need is there. Thanks for all the great memories Xenia, and we look forward to many more with you!