Welcome! Your interest in our accomplished financial advisory services is greatly appreciated. The complex nature of financial planning requires a careful decision-making process. When you put your faith and trust in our hands, we will foster a rewarding plan and relationship. The Maggi Plan is a complete, all-encompassing, easy to understand plan offered by dual companies with a combined single point solution. Maggi Tax Advisory & Financial Group offers tax planning and preparation, Medicare, social security planning, Roth/IRA conversions, and insurance planning. Maggi Investment Services, LLC assists with income, estate, and investment planning, as well as 401K rollover management. Click below to schedule a complimentary consultation with us.

Maggi Tax Advisory & Financial Group
Maggi Investment Services, LLC

“Plans are nothing; planning is everything.” – Dwight D. Eisenhower

Our Mission

Consider us your extended family. For over 25 years, our expertise has guided individuals, families and businesses with all aspects of their financial well-being, surpassing their targeted objectives. We are an established financial services firm rooted in the community and have developed our practice by creating close personal relationships with our clients. Feel confident in knowing you now have direct access to the most extensive and innovative financial strategies provided by our reputable and trusted firm owners. As part of your extended family, our goal is to educate and identify your lifestyle wishes and financial goals. We will implement customized judgement, objective advice, and comprehensive analysis to preserve and maximize all of your wealth management needs. Our distinguished investment philosophy coupled with multi-integrated solutions will provide you with an impactful and all-encompassing financial program. We’re in this together. Welcome to The Maggi Plan.


As experts in the fields of financial advisory and wealth management, Bobby and Chris Maggi share their insights and knowledge on beneficial topics to assist you in becoming fiscally fit every week on radio and television. Click on the image to catch their most recent programs, their guest appearances on various Tampa Bay Region talk shows, and to learn about their book, “Stop Funding Uncle Sam’s Retirement”

Click image for radio, television, and news shows as well as to see our book.

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Locations and Contact Us

(833) MAGGI-TAX (624-4482)

Palm Harbor

4114 Woodlands Pkwy, Ste. 303B
Palm Harbor, FL 34685

(727) 799-1701


212 Crystal Grove Blvd
Lutz, FL 33548

(813) 909-0022

St. Petersburg

3663 Central Avenue
St. Petersburg, FL 33713

(727) 799-1701