Our Mission

Our company is composed of financial professionals who offer high quality insurance and financial products and services to the individual and business marketplace. We take a Tax Advisory Approach in helping you with Strategies & Concepts to receive an income that is Tax Free during your retirement years. We help consumers enjoy the retirement lifestyle of their dreams, we provide those who are entering retirement or have already retired with a community business that cares about protecting their retirement assets. We will take the time to find out your individual needs and goals in order to provide you with a secure and worry-free retirement.

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We Love What We Do, And We Do It Well

Radio

Tune in to WFLA970 on Saturdays at 5 a.m. and 5 p.m. to hear us talk live about strategies for a tax free retirement!

 

WFLA 970

Book

Money represents more than the paper it’s printed on. It is the embodiment of your time, your talents and your commitments. It buys the food you eat, the house you sleep in and the clothes you wear. It also helps provide you with the lifestyle you want to live once you retire.

Maggi Plan

Get the “Maggi Plan” for your retirement. It’s a simple plan you can understand!

Federal Benefits

If you are nearing retirement or are already retired, it is critical that you make the right choices for your future.

Respond Today

Are You On Track For Retirement?

Complete the Maggi Financial 10 Question Assessment

Take the Assessment

About Our Book

Ever wished you had an easy-to-understand retirement manual with information to help achieve the comfortable and fulfilling retirement you’ve worked hard for? Look no further!

Our retirement manual will:

Take the unknown out of retirement planning,
Provide a firm understanding of a solid retirement strategy,
Teach you how to bridge the income gap caused by retirement,
and much, much more!

Purchase today

or schedule a complimentary analysis and receive a free copy!

Get The "Maggi Plan" For Your Retirement

The Maggi Plan will help you meet your financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our practice by creating close personal relationships with our clients. When you have financial concerns we want to help them address them.

More Info

  • Social Security

    Many people trigger their Social Security benefit at the wrong time. Don’t be one of them! This website will provide you with the information and tools you need to know when and how to file so you can maximize your lifetime benefit.

    Annuities

    If you currently have an annuity but you’re not entirely confident it’s the right one for you, it’s time to re-evaluate. Making sure your past financial decisions are still in line with your current goals is always the right choice.

    Tax-Free Income

    Since you first started earning a paycheck, having a tax-free income has probably always seemed like a dream, but what if it didn’t have to be? This website will help guide you through the steps required to see if you can make that dream a reality and secure your retirement future.

  • Brokerage Account

    Many clients are confused about the fees and loads in their account. This website will help you get an x-ray of your accounts. Stop paying unnecessary fees and high commissions.

    Retirement Assessment

    If you are not sure if you are on track for retirement or if you are in retirement and need help. Take the 10 question assessment and get answers to your questions.

We're A Team That Adores What We Do

Bobby Maggi

Robert Maggi is the founder of Maggi Tax Advisory Group & Financial Group. Maggi Tax Advisory Group & Financial Group is a tax planning and insurance company providing financial expertise to individuals and businesses. As a father and son team, we have the experience and expertise to provide investors custom tailored investment strategies to meet short and long-term goals of our clients financial needs.

Chris Maggi

As a fiduciary, Chris Maggi is the owner and investment advisor representative of Maggi Investments Services, LLC. Maggi Investments Services, LLC is a fee based registered investment advisor providing financial planning and third party asset management.

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FERS & CSRS Retirement Programs

FERS & CSRS Retirement Programs

FERS & CSRS Retirement Programs

FERS & CSRS Retirement Programs

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or call us toll free at 800-499-6091

Locations

Palm Harbor

4114 Woodlands Pkwy, Ste. 303B
Palm Harbor, FL 34685
(727) 799-1701

Tampa

212 Crystal Grove Blvd.
Lutz, FL 33548
(813) 909-0022

St. Petersburg

3663 Central Avenue
St. Petersburg, FL 33713
(727) 799-1701