• 3210 Beaver-Vu Dr. Beavercreek, OH 45434

    (937) 426-2202

  • Montgomery Insurance & Investments


    Insurance Agencies

    About Us

    We are an Independent Agency specializing in customized insurance, financial planning, health & benefits and tax preparation. We're a different breed of insurance & investments firm, and we're confident that you will like what you see!

    Many people think it doesn’t matter where they buy their insurance – that every carrier basically has the same products and the goal is simply to find the lowest up-front price. This misconception could cost you protection, customer service, and ultimately, more money. Buying insurance is not a commodity – it is an important safety net for you, your family, your home, your car, and/or your business. It should be customized for your needs by an expert who understands the insurance industry. This way, you know you are getting the coverage you really need, at a competitive price.


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    Rep/Contact Info

    Blair Davis
    Adam Horseman
    Mgr/Beavercreek Office
    Eric Montgomery
    Jim Saner
    VP - Operations & Health Insurance