SERVICES : Financial Services LTCI for EXECUTIVES: THE MISSING LINK Feb 25, 2010 by Allan Checkoway courtesy of ProducerWeb.com There is little recognition of the importance of asset preservation. Successful investment programs must dovetail to be asset accumulation with asset preservation, followed by the careful distribution of one's assets to their heirs. Regrettably, the most carefully designed financial plans eventually become vulnerable to the expense of long term care and final illness.  MORESERVICES : Personal Insurance CONSIDER BUYING EARTHQUAKE INSURANCE Feb 10, 2010 by Courtesy of International Risk Management Institute, Inc. Images of desperation and despair continue to pour out of Haiti in the wake of its devastating earthquake last month, killing over 200,000 people and directly impacting over 3 million of its people. This earthquake also serves to remind Americans of their exposure to this peril as well. MORESERVICES : Financial Services FIVE STEPS TO RETIRING ON TIME Feb 9, 2010 by Courtesy of Insurance Newscast “Retirement is meant to be enjoyed, not feared due to financial concerns. There are basic steps each of us can take to achieve a secure retirement.” MORESERVICES : Personal Insurance OHIO HOMEOWNERS AVERAGE INSURANCE PREMIUM INCREASED SLIGHTLY IN 2007 Jan 14, 2010 by Courtesy of Ohio Department of Insurance Ohio still has the 6th lowest homeowner rate in the country. MORE |
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Montgomery Insurance and Investments Agency, Inc. is a locally owned and operated independent insurance agency with specialists in personal and commercial insurance, financial services including investments and employee benefits. They have two conveniently located offices in the downtown areas of Jamestown and Xenia.
Left to right: Jim Saner, Eric Montgomery, Brad Montgomery and Roy Montgomery. "Prompt efficient service." - Paul & Edith Calloway DISCLAIMER - Securities and investment advisory services offered through Tower Square Securities, Inc., a member of FINRA / SIPC. Montgomery Insurance and Investments Agency, Inc. is not a registered investment advisor or a securities brokers dealer and has no affiliation with Tower Square Securities, Inc. Eric Montgomery is licensed in AL, CA, FL, GA, IL, IN, MA, MI, MO, NC, OH, VA, VT, WI, WV for the sale of security products. Roy Montgomery is licensed in OH for the sale of security products. Don Cain is licensed in OH for the sale of security products. |
Personal Insurance CONSIDER BUYING EARTHQUAKE INSURANCE OHIO HOMEOWNERS AVERAGE INSURANCE PREMIUM INCREASED SLIGHTLY IN 2007 Commercial Insurance No articles available. Employee Benefits HEALTHY LIFESTYLE TIPS FOR PREVENTING INFECTIONS Financial Services LTCI for EXECUTIVES: THE MISSING LINK FIVE STEPS TO RETIRING ON TIME |
| Xenia: 114 South Detroit Street • Xenia, OH 45385 • (937) 372-7646 Jamestown: 1 West Washington Street • Jamestown, OH 45335 • (937) 675-9321 |
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