Montgomery Insurance & Investments

Founded 1956 • With Angi since August 2010


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Welcome to 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.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....

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A full-service CPA firm, with evening and weekend hours available by appointment, and offices located in Cincinnati and Dayton. Our firm has serviced businesses, government entities, and families in Ohio, Kentucky and Indiana since 1941. We have convenient locations in Kenwood and Miamisburg, OH (hours may vary). Our goal is to provide personalized, quality service to allow our clients to maximize their potential. Our key personnel have extensive audit, tax and accounting experience. Our key professional staff are members of the American Institute of Certified Public Accountants, Ohio Society of CPAs, and the Kentucky Society of CPAs.. All personnel keep abreast of current developments through our continuing professional education program. We appreciate the opportunity to be of service to you.

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Services Offered

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. Heal

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Check, Visa, MasterCard, American Express, Discover, Financing Available
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