We continue to be here for you during these challenging times. Whether it be via phone or teleconferencing, you can click here for your meeting. We welcome the opportunity to serve you.

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

The Maggi Plan - A Holistic Approach 2020 Complimentary
Financial Webinars
No Sales.
No Obligation.
All Education.
View the Schedule

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.

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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.

Federal Educators v2

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!

View upcoming Seminars and register online

Webinar - Tax Planning, Social Security, Medicare
Webinar - Empowering Women
Webinar - Federal Employee Benefits

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