About Us
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. The agency stands for the highest in ability and integrity.

Our office is staffed with experienced professionals using state-of-the-art computer technology to deliver the best customer service available. We also realize this is a "people" business and will not lose sight of the personal touch that builds relationships and assures you that we care.

We are an independent agent working for you and representing a carefully selected group of financially sound, reputable insurance companies. Your needs will be examined and a tailor-made program recommended to provide the best value. We promise to move quickly to get fair, prompt settlement of your claims. You can count on our very best effort on your behalf.

"Everything went smoothly and I appreciate the service delivered by your office and the claims adjuster."

- Charles & Francine Leonard



"On a scale of 1-10, you get a 10! This is our first claim that we have ever reported on our homeowners policy."

- Robert & Cheryl Knisley



"We very much appreciate the prompt service we received. I have heard 'horror' stories about other people's response and service from their insurance companies."

- Everett & Ginger Osborne



"I am very satisfied with the way our claim was taken care of. Your office and Cincinnati Ins. are very good companies to do business with. Thank you."

- Joe & Donna Klein




The above testimonials are not for investment advisory services and are not paid endorsements.








Personal Insurance

IF A TREE FALLS ON YOUR HOUSE, ARE YOU COVERED?

TIPS YOU CAN USE: CELL PHONES AND DRIVER DISTRACTIONS


Commercial Insurance

IS YOUR BUSINESS PROPERLY INSURED?

INTELLECTUAL PROPERTY PROTECTION: KEY TO ENTREPRENEUR SUCCESS


Employee Benefits

GROUP LONG-TERM CARE INSURANCE SALES INCREASE IN 2007

MOTIVATE YOUR CHILD TO BE HEALTHIER


Financial Services

EMPLOYER SUPPORT FOR LONG TERM CARE INSURANCE GROWS

IRS ANNOUNCES INCREASED DEDUCTIBILITY LIMITS FOR LONG-TERM CARE INSURANCE
Xenia: 114 South Detroit Street • Xenia, OH 45385 • (937) 372-7646
Jamestown: 1 West Washington Street • Jamestown, OH 45335 • (937) 675-9321
CD200601302 Exp 07/2007