Charlie CPA's Colleagues at Montgomery Insurance & Investments
Charlie CPA's Contact Details
937-372-7646
Montgomery Insurance & Investments
Charlie CPA's Company Details
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.