Montgomery Insurance & Investments Employee Directory

InsuranceOhio, United States11-50 Employees

Montgomery Insurance & Investments is an independent agency offering tailored insurance, investment planning, and tax preparation services for individuals and businesses. It is based in Xenia, Ohio, and emphasizes its local roots through active involvement in Greene County and the surrounding region, with multiple generations of the Montgomery family tied to Xenia. The firm relies on its broad experience and network of resources to support clients, delivering service in a straightforward, locally oriented manner.
As part of its investment offerings, advisory services are provided through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor, with securities offered through Cambridge Investment Research, Inc., a broker-dealer. These entities operate independently, and their representatives are registered in multiple states; they note that representatives do not provide tax or legal advice in their securities roles.

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