about

advisor2As 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. 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.

Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of our success. We provide full transparency in the form of separately managed accounts through our partnerships with third party money managers. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Maggi Investment Services, LLC is legally obligated to put our client’s interests first.

*Insurance offered through Maggi Tax Advisory & Financial Group.


 

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.


 

Our Team

Our professionals have extensive experience and knowledge in the products they offer as well as the expertise on how to use those products to provide maximum benefit and protection to the clients we serve. It is our commitment and desire to establish trust and a long lasting relationship with our clients. This commitment has served us well throughout the years. We take pride in knowing that our clients keep returning to us for advice.

We are trained to help our clients avoid unnecessary risk with their retirement assets. Our retirement plan will help you to best protect your hard-earned retirement assets and asset in providing you with the income you need with potential tax saving advantages. Also, we will look ahead to try to predict any unforeseen problems that could arise in your retirement. Our goal is for you to not worry about your money while you experience complete enjoyment during your retirement years.