Welcome

We’d like to welcome you to Maggi Tax Advisory & Financial Group. Your interest in our seasoned and 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 as experienced by all of our clients. Take a look through our website to learn more on how you can benefit from The Maggi Plan. Click below to schedule a complimentary consultation with us.

Philanthropy

We are proud to be a part of our community and assist those in need. Please click on the links below to view our philanthropic efforts.

Maggi Gives Back Maggi Vets

SOFA Federal Educators

(L to R): Bobby Maggi, Founder and President – Maggi Tax Advisory & Financial Group
Chris Maggi, President and Fiduciary – 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.

Get The Maggi Plan!

Click and watch these short informative videos to acquaint you with the wide array of services we offer.
Click below to contact us.

Media

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 their book, “Stop Funding Uncle Sam’s Retirement”

Updated News

Stay tuned here for announcements, seminars,
and additional messages.

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

Locations and Contact Us

info@maggitax.com
     

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