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December 14, 2017

August 1, 2017

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M&G Builds and Grows

August 1, 2017

 

LAKE OSWEGO, Oregon.- Montgomery & Graham Inc. is excited to announce that they have acquired the employee benefits division of CFP Inc. creating a merger between two great organizations.

 

CFP Inc. was founded in May of 1964 and has over 53 years of experience in estate and business succession planning, asset management, and group and executive benefits. The company has established an expansive geographical footprint, as well as client base, servicing well established organizations, universities, and associations in the Willamette Valley.

 

“Our united companies will offer decades of experience and expertise,” begins Wes Montgomery, Managing Partner of Montgomery & Graham, Inc. “The merger of our two organizations will create a more comprehensive infrastructure and access to a full-range of insurance, risk management, and financial services, including; employee benefit planning, property & casualty risk management, personal insurance, financial services, wealth management & estate planning.”

 

The merger will provide Montgomery & Graham and CFP with a larger footprint that will expand from Portland, OR/S.W. Washington down to Salem, Oregon and beyond. Scott Lyda, a Salem resident and partner in Montgomery & Graham, will be the managing partner of the CFP-M&G division

 

“This is a merger of two highly compatible firms,” says Lyda. “We hold similar values and philosophies on doing business.”

 

Clients of the two companies can continue to rely on the same personal working relationships they have had in the past. They will still be dealing with the same people, and can depend on the same quality of work that they’ve come to expect and appreciate.

 

Montgomery and Graham is one of the leading employee benefits and business insurance specialists in the Northwest. For the past 20 years, M&G has been helping employers plan the best benefits packages for employee retention, while finding innovative ways to save on cost, paperwork, and headaches. Montgomery & Graham provides a wide range of different services: providing and managing company and individual insurance, as well as property and casualty and workers compensation protection. Montgomery & Graham has been named to Portland’s Fastest Growing Private Companies for 7 different years and has been awarded the honor of Agency of the Year by the Portland Health Underwriters Association. 

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