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 have 2 sons, Chris and Darren. As a father & son team, we have the experience and expertise to provide a plan for all ages, a Tax Plan, an Insurance plan, and Income plan and an Investment plan it’s called “The Maggi Plan” a custom tailored investment strategies to meet short and long term goals. We work with people of all ages. Robert Maggi is a Certified Federal Benefits Consultant and a Certified Federal Retirement Consultant for federal employees and an expert for State employee’s, with Pension Navigators an educational resource for Florida State Employee’s. 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.
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 is also 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 to 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 employee’s, with Pension Navigators an educational resource for Florida State Employee’s. Chris is married to his wife Dawn and have 2 beautiful children, a son named Ryan and a daughter named Addison.
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.
Insurance Advisor / Executive Financial Assistant
Silvia graduated with a bachelors in Psychology from the University of Illinois and a Masters in Education from the University of Southern California. After working as an Educator for 9 years, she transitioned into the field of insurance in 2012. She is licensed as a Life, Health, and Variable Annuities agent in the state of Florida. Silvia has been working at Maggi Tax Advisory since 2017 and is dedicated to providing personal service and education with the highest level of professional integrity.
Licensed Insurance Agent
Michelle is a licensed insurance agent who has recently relocated to Palm Harbor from the Metro Detroit area. Michelle is a welcomed addition to the Maggi Tax Advisory Group. She grew up in Tampa as a child and has decided to come back to her roots. Michelle has been in the financial field since 2010 and prides herself on providing excellent customer service and being 100% authentic. Michelle understands retirement planning and assists in client services.
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.
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.