Debbie M.
10/17/2024
Very impressed during a hosted retirement dinner so I booked the free consultation! Brett is very knowledgeable and help me with my retirement planning! Wonderful experience!
Maggard Wealth Management
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2210 Ashley Oaks Cir Ste 102
Wesley Chapel, FL 33544
Maggard Wealth Management, located in Wesley Chapel, FL, is dedicated to helping clients achieve their financial ambitions through a comprehensive suite of services that includes investment planning, tax planning, income planning, healthcare planning, and estate planning. By choosing Maggard, clients benefit from a holistic approach to financial planning, positioning the firm as a trusted partner in safeguarding assets and navigating the complexities of the financial landscape.
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Reviews
4.05 reviewsSteve M.
1/15/2025
I've met with Brett a few times now. His advice really paid off last year. He and his team are always helpful and have provided a few resources that have been great for estate planning. I find...
Mary Ann S.
9/5/2024
I would highly recommend working with representatives from Maggard. dan Montano and his wife Rixanne helped me through every step to choosing Medicare plans and continuing to support me until...
2Boxer L.
4/18/2024
Do not use Michala Almstead - she has no idea on how to treat customers and their money. Trust me!
Marsha P.
5/30/2024
My husband and I attended a seminar and immediately liked the presentation. Brett was thorough and to the point. We have been to a number of financial seminars but this by far was the very best!...
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