ELM Management Group and its subsidiary ELM Insurance and Financial Services are full service accounting, financial and insurance firms that can help you with your personal and business needs. We have professional CPAs, MBAs, DBAs and Licensed Insurance Agents with a combined 30 years of financial and accounting experience.
ELM represents some of the nation’s top insurance and financial services companies. They are A+ rated. We offer insurance for Auto, Life, Home, and Business. ELM also offers retirement planning.
ELM also has the staff with the necessary accounting experience to perform audit, review, compilation, tax and consulting engagements.
Let us take you and your business to the next level with affordable services. Please call an ELM representative today so we can help you build wealth and protect your assets.
ELM is in the business of providing excellent automobile insurance coverage at an affordable price. Together we will design a plan to help financially cover potential auto-related damages, loss or injuries. The insurance protection you need when you’re on the move.
Life insurance is a crucial step in planning for your future and the future of your loved ones. We offer the protection your family deserves, with flexible policies and options to fit every need and budget.
Homeowners insurance provides coverage for your dwelling, dwelling extensions, as well as personal possessions and personal liability. No two homes are alike. We will work with you to design an insurance policy that fits your place.
Whether you’re just getting started or an established business owner, you can count on ELM to help you identify insurance and financial solutions to protect your growing business. Let us determine the right blend of insurance for you today, and give you peace of mind tomorrow.
As a Division of ELM Management group we also offer Tax Preparation (Individuals, Partnerships and Corporations), Accounting (Bookkeeping, Financial Statement Preparations and Complications, and assist 501 (3) (c) Exempt Organization), and Business and Financial Consulting.
Partner, ELM Management Group
Dr. Everett Montgomery is a certified public accountant, certified business manager, certified quickbooks pro user, and licensed insurance agent. He holds an associates in computer science, a bachelor in business administration with emphasis in accounting and a masters in accounting. He also has a doctorate in business administration.
He has twenty-five years of accounting and financial experience. This experience includes public accounting as well as governmental accounting. He has held positions such as partner, general agent, controller, associate controller, inspector general, tax audit manager, and adjunct professor of accounting.
He has the skills necessary to meet the diverse needs of individuals as well as small and large businesses.
Partner, ELM Management Group
Dr. Rena Montgomery is a licensed insurance agent and she is a certified quickbooks pro user. She holds an associates degree in accounting, a bachelor in business administration, and a masters in business administration with emphasis in finance. She also has a doctorate in business administration.
She has over ten years of financial experience in the public and private sectors. She held positions such as partner, general agent, senior manager, senior accountant, and payroll specialist.
Rena’s various financial experience in the insurance industry making her the perfect fit for our insurance customers.
Such a pleasant company to be apart of. Other companies can not compare to the customer service you receive at Elm. Their insurance rates far exceed other companies offering the same coverage. The company is very trustworthy.
If you are searching for a one stop shop for your insurance needs accounting and taxes, Elm Insurance is what you are looking for. The company have competitive rates on life, auto and more.
You can’t go wrong with this company. The customer service & price of the insurance is always on point. The representative search for ways to save the customer money. I’m so thankful I came across this company.
During this COVID-19 pandemic, Elm Insurance were able to assist me by speaking to the insurance company to help me get my insurance payments extended since my income was reduced. The company goes over and beyond for their customers. I’m a customer for life.
With Elm Insurance I was able to cut my insurance bill to less than half. I was with Geico paying over $300 a month, once I contacted this company my insurance payments went way down with similar coverage. Now, I’m paying $130.00 a month. I recommend this company to all my friends, family, and everyone I come in contact with.