Montgomery Business Directory Advertising
Banks/Financial Services
Cornerstone Insurance and Financial Services, Inc.
Brokers and Consultants for Employee Benefits
Employers large and small can benefit from our expertise in controlling costs of insurance and other employee benefits.
9200 Montgomery Road, Bldg E, Suite 17B
Montgomery, OH 45242
PH: (513) 936-5200
FAX: (513) 936-5201
Mon. - Fri. 8:00am - 5:00pm
Cottage Savings Bank
We offer full service banking, free checking, mortgages and home equity loans
9813 Montgomery Rd.
Montgomery, OH 45242
PH: (513) 793- 2422
FAX: (513) 793-2926
Mon. - Thur. 9:00am - 5:00pm
Fri. 9:00am - 6:00pm
Sat. 9:00am - Noon
Edward Jones
Financial Services
Edward Jones, founded n 1871, specializes in providing long-term financial solutions for the individual investor including IRAs, 401K rollovers, retirement planning, LTC, and 529 college savings plans. Please visit our website for more information
9509 Montgomery Road
Montgomery, OH 45242
PH: (513) 793-7100
FAX: (888) 219-8273
Web: www.edwardjones.com
Mon. - Fri. 8:00am - 5:00pm
First Community Mortgage, Inc.
Residential Mortgage - Mortgage Broker
Seniors - Reverse Mortgages, Interest Only Mortgages, FHA Approved Mortgage Lender
Joe Damo, President
9352 Main Street
Montgomery, OH 45242
PH: (513) 791-3429
FAX (513) 791-3547
Web: www.firstcommunitymortgage.net
Mon. - Fri. 9:00am - 6:00pm
Fraley & Company, LLC
Accounting / Tax Preparation
9309 Montgomery Road
Montgomery, OH 45242
PH: (513) 984-0061
FAX: (513) 984-2304
Mon. - Fri. 8:30am - 5:00pm
Harbour Financial Group
Securities and Advisory Services Offered Through CrownCapital Securities
We customize an investment plan to work hard for you now and maximize its potential for the long term. We use a disciplined, long-term approach to financial management, enabling us to assist you in managing your financial portfolio in an objective and predetermined manner. We consider hundreds of investments on your behalf and, as a team, carefully select those that meet your financial objectives. We believe in a buy and hold but not a buy and forget philosophy. We believe that you should know exactly where your money is, and why. Our advisors strive to keep you fully informed, and will work with you to increase your educational level and understanding of investments.
7800 Cooper Road Suite L1
Montgomery, OH 45242
PH: (513) 891-4060
FAX: (513) 891-4052
Mon. - Fri. 8:30am - 5:00pm
Huntington National Bank
9643 Montgomery Road
Montgomery, OH 45242
PH: (513) 792-2650
FAX: (513) 891-4037
Web: www.huntington.com
Mon. - Thur. 9:00am - 5:00pm
Fri. 9:00am - 6:00pm, Sat. 10:00am - 1:00pm
Johnson Mortgage Services, Inc.
Mortgage Loans of All Types
We offer owner occupied residential loans and non-owner occupied 1-4 family adjustable and fixed rates 15, 20, 30 year term, as well as 1 year adjustable rate mortgages, 5/25 and 7/23 conforming loans. Rates as low as 3.99% Check our website for more information.
9801 Montgomery Road
Montgomery, OH 45242
PH: (513) 793-5000
(513) 793-9329
Web: www.Johnsonmortgage.net
Mon. - Fri. 9:00am - 5:30pm
Ohio National Financial Services
Insurance and Financial Services
Ohio National Financial Services, through its affiliated insurance companies, markets a variety of insurance and financial products in 47 sates including:
- Individual life insurance
- Individual disability income insurance
- Individual annuities
- Pension and retirement products and services
- Broker - dealer services
One Financial Way
Montgomery, OH 45242
PH: (513) 794-6100
Web: www.ohionational.com
Mon. - Fri. 8:30am - 4:45pm
PNC Bank
Deposits, Consumer and Business Loans, Investments, Workplace Banking, On-Line Banking
9909 Montgomery Road
Montgomery, OH 45242
PH: (513) 891-1900
FAX: (513) 793-6210
Web: www.pnc.com
Mon. - Thur. 9:30am - 5:30pm; Fri. 9:30am - 6:00pm; Sat. 10:00am - 1:00pm
Pelfrey & Company, CPAs, Inc.
Accounting, Tax, Auditing & Advisory Services
9797 Montgomery Road
Montgomery, OH 45242
PH: (513) 793-1200
FAX: (513) 794-3353
Web: www.pelfreycpa.com
Mon. - Fri. 8:00am - 4:30pm
Schneider & Brown Co., E.A.
Retirement Plan Design / Administration - Schneider & Brown is a professional firm providing retirement plan design, administration and actuarial services to more than 400 clients. Our client list includes a wide variety of employers that range in size from a single participant to several hundred participants.
7775 Cooper Road, Suite B
Montgomery, OH 45242
PH: (513) 984-6100
FAX: (513) 984-6105|
Mon. - Fri. 9:00am - 5:00pm
Surevest Financial, Inc.
Employee Benefits, Personal Financial Planning and Investments
9200 Montgomery Road, Suite 9A
Montgomery, OH 45242
PH: (513) 792-8700
FAX: (513) 792-8703
Email: a.sabato@fuse.net
Mon. - Fri. 8:00am - 4:30pm
WesBanco
Full Service Bank
9635 Montgomery Road
Montgomery, OH 45242
PH: (513) 792-8600
FAX: (513) 792-8603
Web: www.wesbanco.com
Mon. - Thur. 9:00am - 5:00pm, Fri. 9:00am - 6:00pm, Sat. 9:00am - 1:00pm
Building Contractors
Buckhead Homes, Inc.
Home Builder
9560 Montgomery Road
Montgomery, OH 45242
PH: (513) 791-855
FAX: (513) 791-6551
Web: www.buckhead-homes.com
Mon - Fri. 8:00am - 5:00pm