Maggi Tax Advisory & Financial Group

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4114 Woodlands Pkwy Ste 303B
Palm Harbor, FL 34685
+1 (727) 799-1701
http://www.maggitax.com
Consulting with trained certified financial services professionals is available, but not mandatory, should Federal employees choose personalized assistance in achieving long-term financial goals. We also pride ourselves in helping clients with all their insurance and legacy planning needs. We can help design an income plan, insurance plan, tax plan and an investment plan. We will customize a plan to meet your needs with your best interest in mind. We will find the right insurance carriers to help you design a sound retirement plan that protects you and your family.

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Reviews

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2.55 reviews
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Jan S.
3/15/2019

Professional, extremely knowledgeable and totally honor their fiduciary commitment. We have been on a hunt for a financial adviser to guide us toward retirement, maintain principle and grow...

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Alex T.
12/1/2024

I had an appt with Chris and he said he was going to review my investments and give me a plan on what I should do. I came in for a second appointment and he went over the different ivnestments...

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Kathleen W.
7/19/2024

Very disappointed and disheartened after I turned to this company to assist me with moving my 401(k) monies. I had worked at a company for twenty-nine years. During these years I had scrimped, did...

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TJ F.
3/31/2017

I had my taxes done there when the tax attorney notified me I needed an ammended return contacted Magi Tax spoke to Bobby Magi who said he would research my file my attorney had to do the ammended...

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Elizabeth H.
3/9/2016

Maggi Tax Advisory helped me prepare my taxes and my retirement planning. Excellent service and so knowledgeable. They answered all of my questions and offered solutions and products that made me...

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