Montgomery Insurance And Investments Agency INC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Xenia & Jamestown & Beavercreek · Ohio

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Montgomery Insurance And Investments Agency INC is a licensed insurance agency licensed in Xenia, OH. Its website lists offices in Xenia, Jamestown, Beavercreek. Lines listed: Insurance, Financial Services, Medicare, Health, Benefits, Tax Preparation. Founding or history: 1956. Agency Match assessments based on public information: Business Partnerships medium; Looking to Buy low; Mentorship & Peer Connections low. 50 publicly sourced facts with links.

How we determined the info on this profile

License record: taken from the state license roster.
Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
Carrier partnerships: based on carriers named on the agency's website and on carrier logos on the agency's website.
Looking to Buy: scored from documented acquisitions, growth and offices on the public record.
Open to Selling: not enough public facts for a score.
Mentorship & Peer Connections: scored from public signs of leadership, teaching and association ties.
Business Partnerships: scored from carrier logos on the agency's website and from other public facts.

Research

Detailed profile

Geography

3 documented offices

Ownership events

None documented

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Low · 20

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Agency Match score: 20/100 · Medium confidence: 3+ public facts

Why: Two or more documented offices; public history of 15+ years in business or in the industry

Two or more documented offices · Office location: Main Office - Xenia, OHmontgomeryii.com
Public history of 15+ years in business or in the industry · 1956montgomeryii.com

What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Two or more documented offices+15 pts
- Office location: Main Office - Xenia, OHmontgomeryii.com
- Office location: Branch Office - Jamestown, OHmontgomeryii.com
- Office location: Branch Office - Beavercreek, OHmontgomeryii.com
Public history of 15+ years in business or in the industry (supporting)+5 pts
- 1956montgomeryii.com

Total: 20 points → Agency Match score 20/100, rated Low (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 4 facts from 1 website.

Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Low · 11

Acquisition Research Fit is low. Formation year 1956 is on a verified record (70 years in operation). 3 documented office cities. Market segment C is descriptive context. The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.

Formation year 1956 is on a verified record (70 years in operation). Verified · +8 ptsmontgomeryii.com
3 documented office cities. Market segment C is descriptive context. Verified · +3 ptsmontgomeryii.com

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Low · 20

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Agency Match score: 20/100 · Low confidence: few public facts

Why: Public history of 15+ years in business or in the industry; insurance industry or carrier recognition

Public history of 15+ years in business or in the industry · 1956montgomeryii.com
Insurance industry or carrier recognition · Top 20 Agency Partnership Award in 2019montgomeryii.com

What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Public history of 15+ years in business or in the industry (supporting)+10 pts
- 1956montgomeryii.com
Insurance industry or carrier recognition+10 pts
- Top 20 Agency Partnership Award in 2019montgomeryii.com

Total: 20 points → Agency Match score 20/100, rated Low (High at 60+, Medium at 35+).

Confidence (separate from the rating): Low confidence: few public facts · 2 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Medium · 50

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Agency Match score: 50/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; three or more carriers named; several documented lines of business

Niche specialty line documented · Insurance, Financial Services, Medicare, Health, Benefits, Tax Preparationmontgomeryii.com
Three or more carriers named · Advisory services offered through Cambridge Investment Research Advisors, Inc.montgomeryii.com
Several documented lines of business · Insurance, Financial Services, Medicare, Health and Benefits, Tax Preparationmontgomeryii.com
Two or more documented offices · Office location: Main Office - Xenia, OHmontgomeryii.com

What this rating was based on (4 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

Niche specialty line documented+20 pts
- Insurance, Financial Services, Medicare, Health, Benefits, Tax Preparationmontgomeryii.com
Three or more carriers named+15 pts
- Advisory services offered through Cambridge Investment Research Advisors, Inc.montgomeryii.com
- Securities offered through Cambridge Investment Research, Inc.montgomeryii.com
- Fixed insurance services offered through Montgomery Insurance and Investmentsmontgomeryii.com
- Advisory services offered through Cambridge Investment Research Advisors, Inc.montgomeryii.com
- Securities offered through Cambridge Investment Research, Inc.montgomeryii.com
- Keystone Partnershipmontgomeryii.com
- Advisory services through Cambridge Investment Research Advisors, Inc.montgomeryii.com
- Acuitymontgomeryii.com
- Auto-Ownersmontgomeryii.com
- Central Insurancemontgomeryii.com
- Cincinnati Insurancemontgomeryii.com
- Donegalmontgomeryii.com
Several documented lines of business (supporting)+10 pts
- Insurance, Financial Services, Medicare, Health and Benefits, Tax Preparationmontgomeryii.com
- Insurance, Financial Services, Medicare, Health and Benefits, Tax Preparationmontgomeryii.com
Two or more documented offices (supporting)+5 pts
- Office location: Main Office - Xenia, OHmontgomeryii.com
- Office location: Branch Office - Jamestown, OHmontgomeryii.com
- Office location: Branch Office - Beavercreek, OHmontgomeryii.com

Total: 50 points → Agency Match score 50/100, rated Medium (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 18 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

Ohio resident business-entity license (NPN 2773659), licensed at Xenia, OH

gateway.insurance.ohio.gov

ChannelUnknown

Licensed agency · channel not confirmed

No published statement found yet saying whether this agency is independent or represents one carrier.

OwnershipUnknown

Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

Website: montgomeryii.com

Locations & footprint

Xenia, Ohio

Operating office

PublishedBrowse city

Jamestown, Ohio

Operating office

PublishedBrowse city

Beavercreek, Ohio

Operating office

PublishedBrowse city

Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

Highlights

Insurance, Financial Services, Medicare, Health, Benefits, Tax PreparationFounding: 1956

People & affiliations

Eric Montgomery, Don Cain, and Kent Montgomery are registered representativesPublished

Eric Montgomery, Don Cain, and Kent Montgomery are registered representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC .

Eric Montgomery, Don Cain, and Kent Montgomery are registered representativesPublished

Eric Montgomery, Don Cain, and Kent Montgomery are registered representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC .

Eric Montgomery, Don Cain, and Kent Montgomery are registered representativesPublished

Eric Montgomery, Don Cain, and Kent Montgomery are registered representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC .

Names & entities

MONTGOMERY INSURANCE AND INVESTMENTS AGENCY INCRecord

Legal name on license record

Facts from published sources (50 verified, 3 unverified)

Office locationPublicly sourced

Office location: Main Office - Xenia, OH

“Main Office - Xenia, OH”