Montgomery Insurance & Investments
114 South Detroit Street, Xenia, OH 45385
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Montgomery Insurance & Investments is a unique service firm located at 114 South Detroit Street in Xenia, Ohio. Specializing in accounting, finance, health, and insurance services, we are here to help simplify your life. Our team is dedicated to providing world-class service to each and every client in a friendly and down-to-earth manner.
At Montgomery Insurance & Investments, we love our clients and are passionate about protecting them. We take pride in our exceptional staff and enjoy spending time together both in and out of the office. We also care deeply for our community and those in need.
With our in-house team of insurance, financial, and tax advisers, we have access to elite markets and resources to best serve our clients. Our unique approach to the agency business sets us apart, and we are always thinking outside the box to find the best solutions for our clients.
Visit our main office in Xenia, Ohio, or one of our branch offices in Jamestown and Beavercreek to experience the Montgomery Insurance & Investments difference. Let us take care of your insurance shopping, tax filing, and portfolio monitoring so you can focus on what matters most.
Reviews
"I appreciate the personal touch and service that has been given to me by the entire staff. Things like calls / text messages to remind me of payment due . Very friendly, out going staff that makes you feel like family. Very professional, responsive and through with getting things done. When I've had claims, there are NO questions asked . They get it DONE and PAID. My only complaint if there is one is the ever increasing cost ( along with the cost of living expenses)that everyone gets. It would be nice to have a more individualized policy and maybe once in a blue moon the price goes down as a reward for not having claims. Great insurance company to work with for personal and business needs. I have been with them 30 years and my parents 30 years before me. Would not think of going anywhere else."
"Best insurance!!!! I love them, they always make sure I understand and have everything I need. When I forget to pay they always make sure I do it so it won't cancel. Honestly I recommended 100%. I'm pretty sure everyone is nice but I have work with Blair and Melissa and they are the nicest persons !!!"
"Montgomery Insurance is a very responsive company to their client's needs. Montgomery Insurance is in business to succeed and they know to succeed they must attend to the customers needs. Big, small, or in between size customer ; Montgomery treats us all as if we were their only customer.."
"Would love to tell you there great to work with but... They honestly could care less about there customers. We practically always were given the run around with them though we were paying thousands of dollars for them. Needless to say they took it so far they waited till after we left to tell a company we work for that we do not have insurance which was false. Costing us a couple thousand dollars over the course of a few days. Best thing I can tell you is find a place who works for your business and wants you. Also makes sure you have the right insurance and forms."
"After several years with Charlie doing our home and business taxes we have no worries and concerns when tax time arrives! We went from shoe boxes of receipts and tears to smiles and file forms! We recommend them to anyone and everyone. You start out business acquaintances and quickly become friends."
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