Montgomery Insurance & Investments

Our Story

At Montgomery Insurance & Investments (MII), our roots run deep in the community, reflecting our core belief in providing personalized, exceptional service to every client. Since our inception in 1956, we've grown from a small agency in Beavercreek, Ohio, to a thriving multi-service firm, expanding our expertise to encompass insurance, financial planning, and tax preparation. This evolution has been fueled by a steadfast commitment to building lasting relationships, understanding our clients' unique needs, and delivering customized solutions that empower them to navigate life's complexities with confidence.

Core Values

We firmly believe that our success is intrinsically linked to our unwavering values. Clients come first, forming the foundation of our every decision. We celebrate individual passions and nurture a collaborative environment where open communication and mutual respect thrive. Our commitment to professional development ensures that our team remains at the forefront of their respective fields, delivering the most informed and effective guidance. We embrace a culture of accountability, always striving for excellence in every interaction and seeking continuous improvement.

Our Services

MII offers a comprehensive suite of services designed to address the multifaceted financial needs of individuals and businesses alike.

Insurance Services

We provide a wide array of insurance solutions, carefully tailored to meet the unique requirements of each client. Our team of seasoned insurance professionals is adept at navigating the complexities of the insurance landscape, providing expert advice and support in selecting the optimal coverage for personal, business, and commercial needs. Whether it's protecting your home, auto, or business assets, providing life insurance security for your loved ones, or securing comprehensive health insurance coverage, our knowledgeable representatives will guide you through the process with clarity and precision.

Financial Services

At MII, we believe that sound financial planning is essential for building a secure and prosperous future. Our team of experienced financial advisors offers a personalized approach to wealth management, working closely with clients to understand their goals, risk tolerance, and financial aspirations. We provide a range of financial services, including investment planning, retirement planning, college savings strategies, and estate planning, designed to help you achieve your financial objectives.

Medicare, Health, and Benefits

Navigating the complexities of Medicare, health insurance, and employee benefits can be overwhelming. Our team of dedicated specialists provides guidance and support throughout the process, ensuring that you make informed decisions that align with your needs. We help individuals understand their Medicare options, enroll in the most suitable plans, and maximize their benefits. For businesses, we provide comprehensive employee benefits solutions, including health insurance, retirement plans, and other crucial employee perks, designed to attract and retain top talent.

Tax Preparation

Tax season can be a time-consuming and stressful affair. Our team of certified tax professionals takes the burden off your shoulders, providing efficient and accurate tax preparation services for individuals and businesses. We leverage our expertise and in-depth knowledge of tax laws to minimize your tax liability while ensuring full compliance.

A Trusted Partner for Life

At MII, we believe that building lasting relationships is the cornerstone of our success. Our client-centric approach, coupled with our unwavering commitment to excellence, has earned us the trust and loyalty of generations of clients.