Made Simple
Maggi Tax helps you create high quality documents
that ensure your wishes are accurately carried out.
Financial Seminars
No Obligation.
All Education.
In Retirement Be
Too Big?
Welcome
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.
Our Mission
Consider us your extended family. For over 30 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.
Get the Maggi Plan
The Maggi Plan is a complete, all-encompassing, easy to understand plan offered by three divisions with a combined single point solution.
401K Rollover Mistakes
Strategies to Avoid 401(k) Rollover Mistakes
The tax advantages and portability of the 401(k) have provided many Americans with the opportunity to build a nest egg throughout their working lives. Often, it’s one of their largest retirement assets.
If you contribute to a 401(k), its flexibility gives you choices as you go through life. Make sure you know the rules, because 401(k) rollover mistakes can be costly!
Federal Educators
Tampa & Bay Pines & St Petersburg – REGISTER FOR AN UPCOMING VIRTUAL SEMINAR.
Are you a Federal Employee that is nearing retirement? Do you completely understand all of your Federal benefits and how you can take full advantage of these opportunities?
This virtual seminar is completely offered to you for FREE by a Federal Retirement Benefits Specialist, Bobby & Chris Maggi.
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 button 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”
Seminars
Attend our Complimentary Financial Seminars
No Sales. No Obligation. All Education!
