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Your Local Worthington Independent Insurance Agency

Montana Insurance and Financial Services specializes in auto insurance, home insurance, business insurance, life insurance, health insurance, and employee benefits.

Unlike a captive agent who can sell the policies of only one company, an independent agent is not obligated to any one company. As an independent agent, Montana Insurance and Financial Services, located Worthington, Ohio, is free to give you objective advice and find the policy that meets your needs. By choosing an independent agent like Montana Insurance and Financial Services, you get more options, and you get an agent who will do the shopping around for you.

If you have any questions about Life, Health, Individual Health, Group Health, Rollover IRA, 401K to Annuities, Senior Products relating to Medicare, Medicare Supplement, Medicare Advantage, or Medicare Part D Rx, please do not hesitate to give Montana Insurance and Financial Services a call.

We would be happy to set up an appointment at your home, office, restaurant, or location the your choice. You may also come to our Worthington office and meet with an Agent that will take the hassle out of shopping for insurance.

Read what satisfied customers have said about Montana Insurance and Financial Services.
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Find Out How Much You Can Save Today

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Auto Insurance

Paying too much for auto insurance? With our flexible coverage options and expert service, you’ll know your vehicle is getting the best protection.
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Home Insurance

Your home is your greatest investment, but you shouldn’t have to break the bank to insure it. Find out how much we can save you on your policy.
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Business Insurance

As a business owner, you have enough on your mind without having to worry about insurance needs. Let us find the best coverage at the best rates for you.
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Recent News & Updates

How ERIE Handles Claims Away from Home

Posted: August 23, 2026

Insurance claims usually aren’t a top priority for travelers heading on a road trip. A specialized team of ERIE claims professionals make certain they remain out of mind. ERIE’s Zone Outside of ERIE Territory (OET) team works to ensure that customers traveling outside ERIE’s territory receive the same seamless, responsive claims service they would if the loss occurred at home. From deer damage to vandalism...

Cybersecurity Training Tips for Small Business Owners and Employees

Posted: August 10, 2026

Cybersecurity training doesn’t have to be complicated. If you run a small business, your employees don’t need to become IT experts—and neither do you. They just need to recognize common scams and know what to do when something doesn’t look right. Simple cybersecurity training can focus on everyday tasks like: Opening emails Handling payments Responding to vendors Opening links in text messages Protecting customer information...

Cybersecurity Training Tips for Small Business Owners and Employees

Posted: August 10, 2026

Cybersecurity training doesn’t have to be complicated. If you run a small business, your employees don’t need to become IT experts—and neither do you. They just need to recognize common scams and know what to do when something doesn’t look right. Simple cybersecurity training can focus on everyday tasks like: Opening emails Handling payments Responding to vendors Opening links in text messages Protecting customer information...

​What to Do After a Hit and Run​

Posted: August 4, 2026

Getting in a car accident is enough to ruin anyone's day. But if you’re involved in a hit-and-run, the experience can be especially disorienting. You realize that your vehicle’s been hit and before you can step out to get the other driver’s information, their car is taking off into the distance. As overwhelming as the experience can be, how you react next can play an...

Specializing In Erie Insurance

Erie Insurance has been helping customers since 1925 with their auto, home, business, and life insurance needs.
Click here to get an auto insurance quote with Erie Insurance "ERIE Auto Insurance Quote" (opens in new tab)
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