We are passionate about providing world-class service to each and every client, every day, in a friendly, down-to-earth way. Our partnerships are built on trust. Our in-house team of insurance, financial and tax advisers has access to elite markets, products, industry groups and financial institutions to match each client with the best resource.
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.
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.
Services
Since 1956, our agency has been guided by the conviction that providing world-class service to each and every client, every day, in a friendly, down-to-earth way sets us apart.
Our values and behaviors define the expectations we have for working together and with clients.
Although we come from different backgrounds and cultures across the agency, they are what we all have in common.
They capture our shared aspirations and expectations and guide how we make decisions and treat others.
As MII professionals, we align our actions with the values and behaviors of MII.
Our values and behaviors define the expectations we have for working together and with clients.
Although we come from different backgrounds and cultures across the agency, they are what we all have in common.
They capture our shared aspirations and expectations and guide how we make decisions and treat others.
As MII professionals, we align our actions with the values and behaviors of MII.
Since 1956, our agency has been guided by the conviction that providing world-class service to each and every client, every day, in a friendly, down-to-earth way sets us apart.
Our doors were opened in 1956 by Robert T. Montgomery.
Bob was born and raised in Xenia, OH.
He was a Korean War Veteran in the US Marine Corps and attended the US Naval academy.
He married Dorothy Wilson and had four children.
Prior to founding MII, Bob worked at the Ray Cox Insurance Agency, and due to covenants, Bob moved his agency to Beavercreek when he left Ray Cox Insurance.
Our doors were opened in 1956 by Robert T. Montgomery.
Bob was born and raised in Xenia, OH.
He was a Korean War Veteran in the US Marine Corps and attended the US Naval academy.
He married Dorothy Wilson and had four children.
Prior to founding MII, Bob worked at the Ray Cox Insurance Agency, and due to covenants, Bob moved his agency to Beavercreek when he left Ray Cox Insurance.
Our values and behaviors define the expectations we have for working together and with clients.
Although we come from different backgrounds and cultures across the agency, they are what we all have in common.
They capture our shared aspirations and expectations and guide how we make decisions and treat others.
Everyone at MII has something to contribute to our success with our clients and each other.
Our focus remains steadfast on listening, understanding, and valuing everyone as we come together united in purpose, values, and service to each other.
Although we come from different backgrounds and cultures across the agency, they are what we all have in common.
They capture our shared aspirations and expectations and guide how we make decisions and treat others.
Everyone at MII has something to contribute to our success with our clients and each other.
Our focus remains steadfast on listening, understanding, and valuing everyone as we come together united in purpose, values, and service to each other.
Providing us with the resources, programs and purchasing power to do our jobs even better.
Keystone is a community of independent insurance agencies focused on what matters most-providing peace of mind in the neighborhoods and communities in which we live and work.
Keystone provides us with added resources to support the visions and goals of our business clients.
From complex insurance solutions, to risk management, employee benefits and financial services, we have access to specialized expertise and products to fulfill the unique business needs of even the most challenging industries.
Keystone is a community of independent insurance agencies focused on what matters most-providing peace of mind in the neighborhoods and communities in which we live and work.
Keystone provides us with added resources to support the visions and goals of our business clients.
From complex insurance solutions, to risk management, employee benefits and financial services, we have access to specialized expertise and products to fulfill the unique business needs of even the most challenging industries.
Montgomery Insurance and Investments Agency strongly believes in good stewardship of the earth's resources given to us by our Creator.
Examples of our efforts to be environmentally friendly are shown below.
Our clients are encouraged to receive their policy documentation electronically, cutting back on the use of paper and living trees.
We are working on an electronic database connected to our site so you can have your policies, forms and returns stored here for easy access.
While the privacy of our client's personal information is protected, all office paper is deposited in locked storage bins and then recycled by a certified shredding company.
Examples of our efforts to be environmentally friendly are shown below.
Our clients are encouraged to receive their policy documentation electronically, cutting back on the use of paper and living trees.
We are working on an electronic database connected to our site so you can have your policies, forms and returns stored here for easy access.
While the privacy of our client's personal information is protected, all office paper is deposited in locked storage bins and then recycled by a certified shredding company.
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