You have many choices when it comes to Medicare – Let us help you compare Medicare Advantage plans to find the right coverage for you. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B.
Zachary Montgomery
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Agency Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(706) 842-2054(706) 842-2054
Zachary MontgomeryFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Martinez, GA
I want to learn about...
I want to learn about...
Meet Zachary Montgomery
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing
solutions and options that are in my clients best interest.
licensed in
AL, AZ, GA, IA, IL, SC
professional background
Joined Bankers Life in 2017Became a Financial Representative in 2022Began work in the Insurance Industry in 2017Education: B.S. in Mathematics from Georgia College 2010, John Milledge Academy Class of 2007
designations received
Financial Representative Designations: Limited Securities Representative: Series 6, State Registrations: Series 63, 65, General Investment Representative: Series 7
personal background
Family: Hannah, wife of 11 years, and 4 children under 8, Sadie, Juliet, Thea, and JohnCommunity Involvement: Anglican Church of the Holy Trinity North Augusta; Finance Committee
Zachary Montgomery, Bankers Life Agent and Bankers Life Securities Financial Representative in Martinez, GA
Open Now - Closes at 6:00 PM
Contact Me
Office Phone:
(706) 737-2515(706) 737-2515
Direct Phone:
(706) 842-2054(706) 842-2054
Cell Phone:
(478) 387-8292(478) 387-8292
Branch Info
4210 Columbia Rd
Ste 14A
Martinez, GA 30907
US
Hours
| Day of the Week | Hours |
|---|---|
| Wednesday | 9:00 AM - 6:00 PM |
| Thursday | 9:00 AM - 6:00 PM |
| Friday | 9:00 AM - 6:00 PM |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 9:00 AM - 6:00 PM |
| Tuesday | 9:00 AM - 6:00 PM |
Saturday and Sunday by Appointment Only
Products & Services Offered in Martinez, GA
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ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.![]()
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.![]()
ExploreBrokerage Services
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.![]()
ExploreAdvisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
How Long Will My Retirement Savings Last?
Determine how long your retirement savings may last considering your monthly spending, sources of income, inflation and more.Estimate Social Security Benefits
Estimate your future Social Security benefits based on your income history and expected retirement age.Traditional 401(k) or Roth 401(k)?
How do traditional 401(k) and Roth 401(k) contributions differ, and which option best suits your financial needs?Retirement Income Estimator
Input your current savings and income sources to estimate your future retirement income and assess if you’re on track to meet your goals.
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Zachary Montgomery
5.0
Rating 5.0
(3 Reviews)- October 14, 20235.0 out of 5.0Rating 5.0Excellent. Knowledgeable, friendly and kind.
I found comfort in that he is a family man.
Displaying reviews 1 - 1 out of the 3 most recent
FAQs
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Zachary
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Featured Videos
Featured Videos
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Featured Videos
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
August 14, 2025
Understanding the Difference: Original Medicare vs. Medicare Advantage
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