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Montgomery Insurance & InvestmentsFinancial advisor in Xenia, OH

Montgomery Insurance & Investments is a financial advisor at 114 S Detroit St, Xenia, OH 45385, ranked #3 of 122 financial advisors in Xenia and rated 4.9 from 41 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Xenia, OHUpdated 0 paid placements in any rankingHow we rank

Call (937) 372-7646Website ↗

Key facts

Key facts about Montgomery Insurance & Investments
Address114 S Detroit St, Xenia, OH 45385Get directions
Phone(937) 372-7646
Websitemontgomeryii.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.9 from 41 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Xenia and 11 towns within 25 miles: Beavercreek, Fairborn, Riverside, Kettering, Centerville, Dayton, Huber Heights, West Carrollton City, Wilmington, Springfield and Shiloh.

Based in Xenia, OHView on map

Opening hours

Opening hours for Montgomery Insurance & Investments
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Montgomery Insurance & Investments

How is Montgomery Insurance & Investments ranked in Xenia?

Montgomery Insurance & Investments is ranked #3 of 122 financial advisors in Xenia by RFA Score, with 71 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Montgomery Insurance & Investments’ hours?

Montgomery Insurance & Investments is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Montgomery Insurance & Investments serve?

Serves Xenia and 11 towns within 25 miles: Beavercreek, Fairborn, Riverside, Kettering, Centerville, Dayton, Huber Heights, West Carrollton City, Wilmington, Springfield and Shiloh. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Montgomery Insurance & Investments?

Montgomery Insurance & Investments has a rating of 4.9 from 41 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Montgomery Insurance & Investments?

Call Montgomery Insurance & Investments on (937) 372-7646. The business is at 114 S Detroit St, Xenia, OH 45385. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Montgomery Insurance & Investments compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Montgomery Insurance & Investments (this business)—714.9 (41)NoNo
Day Air Credit Union#1764.9 (2,575)YesNo11.3 mi
Pathways Financial Credit Union - Beavercreek#2724.9 (208)NoNo8.1 mi
Pathways Financial Credit Union - Englewood#4704.9 (361)NoNo22.9 mi

See all 122 ranked financial advisors in Xenia