Montgomery Insurance & Investments Employee Directory

Q: What is Montgomery Insurance & Investments known for?

Montgomery Insurance & Investments was founded in 1954. Montgomery Insurance & Investments operates in the Insurance industry.

InsuranceOhio, United States11-50 Employees

Welcome to Montgomery Insurance & Investments!
We are an Independent Agency, specializing in providing customized insurance, investment planning, and tax preparation for individuals and businesses. We think you will find that we are a different breed of insurance & investments firm, and we’re confident that you will like what you see.

Community. Expertise. World-Class Service.
These are words we live by. Our employees are active, contributing members of Greene County, OH and surrounding counties, and most have raised families in the local area for many years. The Montgomery family itself has been in Xenia for multiple generations. Our wide breadth of experience, vast knowledge base, and ever-growing network of resources give us unbeatable expertise that sets us apart from our competitors. We are passionate about providing world-class service to each and every client, every day, in a friendly, down-to-earth way.

©2020 Montgomery Insurance & Investments (MII), Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Montgomery Insurance & Investments and its subsidiaries are separate entities.
Diversification and asset allocation strategies do not assure profit or protect against losses.
Eric Montgomery and Don Cain are registered representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. They are collectively registered in the following states: AL, AR, AZ, CA, CO, DC, FL, GA, IL, IN, KY, MA, MD, MI, MO, NC, NY, OH, PA, SC, SD, TX, VA,VT, and WI.

Find Montgomery Insurance & Investments employees' phone numbers or email addresses

Montgomery Insurance & Investments Global Highlights

North America
33

United States Of America
33

Montgomery Insurance & Investments's Leadership

K. F.
Vice President Marketing
Mobile Phone
Email
P. M.
President
Mobile Phone
Email
R. M.
Founder
Mobile Phone
Email
S. M.
Owner
Mobile Phone
Email
C. S.
Controller
Mobile Phone
Email
A. W.
Financial Service Specialist
Mobile Phone
Email
D. M.
Health And Benefits Producer
Mobile Phone
Email
E. M.
Financial Advisor
Mobile Phone
Email

Montgomery Insurance & Investments Employee Metrics

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50%

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2026

2025

Business
Accounting
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Contact profiles from Montgomery Insurance & Investments

Name

Title

Contact Info

Location

Last Update

T. C.
Mobile Phone
Email
UNITED STATES
Jul 12, 2023

Frequently Asked Questions

What is Montgomery Insurance & Investments known for?

Montgomery Insurance & Investments was founded in 1954 operates in the Insurance industry. The company's main headquarters is located in 114 South Detroit Street Xenia, Ohio 45385 United States; you can contact the main corporate office by phone at

+1-937-372-****

. Explore Montgomery Insurance & Investments's company overview page for more information.

What is Montgomery Insurance & Investments's most common email format?

Montgomery Insurance & Investments employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Montgomery Insurance & Investments email formats with LeadIQ.

How many employees does Montgomery Insurance & Investments have currently?

Montgomery Insurance & Investments has approximately 33 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Montgomery Insurance & Investments's key employees and leadership?

As of February 2026, Montgomery Insurance & Investments's key employees include:

Vice President Marketing: K. F.
President: P. M.
Founder: R. M.
Owner: S. M.
Controller: C. S.

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