We’d like to welcome you to our website. 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 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. The Maggi Plan is a complete, all-encompassing, easy to understand plan that consists of services offered by Maggi Tax Advisory & Financial Group as well as Maggi Investment Services, LLC – a combined single point solution. Tax planning and preparation, Medicare, social security planning, Roth/IRA conversions, and insurance planning are handled by Maggi Tax Advisory & Financial Group. 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.
“Plans are nothing; planning is everything.” – Dwight D. Eisenhower
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.
Click and watch these short informative videos to acquaint you with the wide array of services we offer.
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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”
We have a new easy to remember phone number!
(833) MAGGI-TAX (624-4482)