Serving all of Tampa Bay
Hillsborough (813) 909-0022 | Pinellas/Pasco (727) 799-1701

About Us

Bobby Maggi 2023

Robert Maggi

Founder of Maggi Tax Advisory

Robert Maggi is the founder of Maggi Tax Advisory & Financial Group and Federal Educators. Maggi Tax Advisory & Financial Group is a tax planning and insurance company providing clients with greater wealth and financial security since 1990. Robert has been married to his wife Anna since 1972 and has two sons, Chris and Darren. As a father and son team, we have the experience and expertise to provide a plan for people of all ages that includes a tax plan, an insurance plan, an income plan, and an investment plan. It’s called “The Maggi Plan,” a custom-tailored investment strategy to meet short- and long-term goals. Robert Maggi is a Certified Federal Benefits Consultant and a Certified Federal Retirement Consultant for federal employees and an expert for State employees, with Pension Navigators an educational resource for Florida State employees. Robert has been a licensed Insurance Agent in the state of Florida since 1990. Maggi Tax Advisory & Financial Group also specializes in advanced tax-efficient retirement planning strategies.

Chris Maggi 2023

Chris Maggi

Owner/ Investment Advisor Representative

As a Fiduciary, Chris Maggi is the owner and founder of Maggi Investment Services, LLC. Maggi Investment Services, LLC is a fee-based Registered Investment Advisor providing financial planning and third-party assessment management. Chris Maggi also has been licensed in the state of Florida as an insurance representative since 1999. Together with his dad, Robert Maggi, they also work together with Maggi Tax Advisory & Financial Group and take a “holistic approach” and specialize in advanced tax planning, insurance, income planning and investment planning. Chris is a Certified Federal Benefits Consultant and a Certified Federal Retirement Consultant for federal employees and an expert for State employees, with Pension Navigators an educational resource for Florida State employees. Chris is married to his wife Dawn and has two beautiful children, a son named Ryan and a daughter named Addison.

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Darren Maggi

Licensed Insurance Agent and Office manager

Darren Maggi is a licensed Insurance agent in the state of Florida and is a graduate of Florida State University. Darren works in the family business and oversees administrative responsibilities as the office manager in the Palm Harbor office. He assists our team of advisors preparing financial plans as well as supports clients with all necessities. He is a Certified Retirement Consultant helping Federal and State employees understanding their retirement benefits and specializes in life insurance.

Kirk Agius 2023

Kirk Agius

Licensed Insurance Agent/Medicare Specialist

Kirk, who originally grew up just outside of the motor city of Detroit, has called Florida his home since 2006. Although from Michigan, he bleeds scarlet and grey for THE Ohio State University. As a licensed insurance advisor specializing in life, health and annuities, Kirk also oversees Medicare enrollment and Social Security maximization. Along with his wife Monique and two beautiful children, Mason and Paige, they’re a family of four that believe in traditional values, faith and family dinners. Outside of the office you can almost always find the four of them on a beach somewhere in the state of Florida.

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. 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.

Locations

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

Contact Us

 Scheduling