Business Details
39 Years
experience
Your Trusted Insurance Partner in Tigard, OR
At Montgomery & Graham, we believe in working hard so you don't have to. Our team identifies your unique challenges, presents tailored solutions, and implements them seamlessly to allow you to focus on your business. With decades of combined experience in employee benefits, business insurance, and HR solutions, we deliver innovative strategies that reduce costs, paperwork, and headaches. Our core values of optimism, trust, integrity, and commitment drive everything we do, ensuring excellence in service for clients, carriers, and our community. We specialize in creating competitive benefits programs, comprehensive risk management plans, and personalized insurance solutions that protect both businesses and individuals.Our approach combines predictive analytics with proactive health strategies to improve outcomes and lower long-term costs. As advocates for our clients, we act as trusted advisors, continuously evolving to meet industry challenges while maintaining a client-centric focus. Our team's expertise spans commercial insurance, self-funded plan designs, wellness initiatives, and identity protection services. We are committed to transparency, ethical practices, and delivering measurable value through every interaction. This dedication has made us a trusted partner for businesses and individuals across Oregon since 1987.
Services
Employee Benefits
Commercial Insurance
Individual Insurance
Risk Management
Identity Protection
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of combined experience in insurance and risk management
- Our team implements patented predictive analytics for cost-effective solutions
- We provide 24/7 personalized customer support for urgent needs
- Our consultants hold Certified Employee Benefit Specialist (CEBS) designations
- We guarantee transparent pricing with no hidden fees
Services
Employee Benefits
We design competitive benefits programs that reduce costs while improving employee health and retention. Our services include self-funded plan designs, wellness initiatives, and predictive analytics to identify cost drivers. With expertise in ACA compliance and HR solutions, we help businesses create tailored packages that meet both organizational and employee needs.
Commercial Insurance
Our commercial insurance solutions protect against property damage, liability claims, and workplace injuries. We offer general liability, workers' compensation, and cyber liability coverage while emphasizing risk management strategies. By analyzing each client's unique exposure, we create balanced protection plans that safeguard assets without compromising profitability through loss control and risk transfer techniques.
Risk Management
We help businesses identify and mitigate potential threats through comprehensive risk assessments. Our services include claims management oversight, safety culture evaluations, and predictive modeling to anticipate health-related cost drivers. By combining financial reporting with proactive health strategies, we enable organizations to reduce insurance costs while improving workplace safety and productivity.
Identity Protection
Our MyIDCare service provides proactive identity theft protection and breach response solutions. Features include credit monitoring, dark web surveillance, and concierge recovery services with a 100% success rate in identity restoration. We offer customizable plans for businesses and individuals, including pre-breach planning and incident response services to mitigate data breach impacts.
Individual Insurance
We provide tailored insurance solutions for health, life, disability, and long-term care needs. Our services help individuals and families find affordable coverage that matches their lifestyle while offering guidance on policy selection. We also facilitate access to personal lines insurance including home, auto, and valuables coverage through strategic carrier partnerships.
People
Brian Leong
Employee Benefits Consultant
Brian specializes in self-funded plan designs and cost containment strategies. With over 15 years of experience, he helps businesses optimize their benefits programs through predictive analytics and wellness initiatives while maintaining compliance with evolving regulations.
Questions
What types of insurance does Montgomery & Graham offer?
We provide employee benefits, commercial insurance, individual insurance, personal lines coverage, and risk management solutions tailored to Oregon businesses and residents.
How can you help reduce business insurance costs?
We use predictive analytics to identify cost drivers, implement risk management strategies, and design customized coverage plans that balance protection with affordability through loss control techniques.
Do you offer identity theft protection services?
Yes, our MyIDCare service provides comprehensive identity protection with credit monitoring, breach response, and 100% success rate in identity recovery assistance for individuals and businesses.
Are your insurance consultants certified professionals?
Our team includes Certified Employee Benefit Specialists (CEBS) with decades of combined experience in insurance solutions and regulatory compliance for Oregon businesses.
What areas do you serve in Oregon?
We serve clients in Tigard, Salem, Eugene, The Dalles, and surrounding areas with office locations in each community for convenient local access.
Reviews (5)
Aaron G.
May 24, 2022
Report
They were great and got us squared away. I had been with one of those companies you see on tv but after getting a crummy claim I knew it was time to start looking around. The team at Montgomery and Graham got us better insurance and they will be by my side of I ever need to file another claim.
Lydia Moore
Dec 21, 2020
Report
They really know their stuff when it comes to employer benefits. They value their clients and take care of them.
Marc Macdonald
Apr 24, 2020
Report
Beware of this insurance company, recently one of the owners gave false testimony in court while under oath. This owner also attempted to present fraudulent evidence to the court. Any business owner who has no problem making false statements in a court of law while under oath should be a red flag for anyone looking to do business with this company. This also brings the question how honest is this company while handling insurance policies and other financial accounts for consumers. Just beware before giving this company any money.
Mess Maid Right Nw
May 15, 2016
Report
The longer we have this service the less helpful they become. When we request additional coverage they say "no" without suggesting solutions. Poor, Poor Customer Service. We do not recommend their services to anyone. Over the last 3 years their service has gotten worse.
Boone Bergsma
May 14, 2014
Report
M&G are innovative insurance consultants, they specialize in employee benefits with a focus on self-funed healthcare and company wellbeing. If your looking for the latest insurance strategies you should check out Montgomery & Graham.
