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Our Services Montgomery Insurance and Investments Agency is unique because of our diversity. We have three separate and distinct divisions of business - property and casualty insurance, financial services and employee benefits. Within each division we have professionals, who have the training and experience, to help in your decision making process and support staff, who have undergone specialized training, to answer your questions and service your needs today and into the future. The diversity we have allows our agency to meet the wide spectrum of needs each client has and provides us the ability to become a trusted advisor. This is what makes Montgomery Insurance and Investments uniquely qualified to handle your property and casualty insurance, financial services and employee benefits needs. |
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 |
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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