Insights

Established Client Trust With over 25 years of experience and a reputation built on personalized, trust-based advisory services, Maggi Tax & Wealth Advisors presents a strong foundation for expanding high-net-worth client relationships and referral networks seeking dedicated and personalized financial guidance.

Niche Market Focus Specializing in wealth management, tax strategies, and retirement planning in Florida, the firm offers tailored financial solutions that can be attractive to affluent individuals and small business owners looking for comprehensive, fiduciary-led advice.

Proactive Content Strategy Maggi's weekly radio and TV shows, along with published books, demonstrate a strong content marketing approach which can be leveraged to co-brand or develop strategic partnerships to reach a broader audience interested in financial education and retirement planning.

Technology Utilization Employing advanced tech stack components such as AWS, Vue.js, and Google Call Conversion Tracking indicates an efficient digital infrastructure, suggesting opportunities for technology-driven financial planning tools, client engagement platforms, or digital marketing collaborations.

Growth & Expansion Potential With revenue in the $1M to $10M range and a relatively small team, there is room for strategic partnerships or service expansions—including insurance and asset management—to enhance service diversification and attract clients from larger, more diversified firms.

Maggi Tax & Wealth Advisors Tech Stack

Maggi Tax & Wealth Advisors uses 8 technology products and services including Google Call Conversion Tracking, Amazon Web Services, Amazon S3, and more. Explore Maggi Tax & Wealth Advisors's tech stack below.

Google Call Conversion Tracking

Analytics

Amazon Web Services

Cloud Hosting

Amazon S3

Content Delivery Network

Vue.js

Javascript Frameworks

jQuery Migrate

Javascript Libraries

Bootstrap

UI Frameworks

Nginx

Web Servers

Podium

Widgets

Maggi Tax & Wealth Advisors Email Formats	Example	Percentage
FLast@maggitax.com	JDoe@maggitax.com	39%
First.Last@maggitax.com	John.Doe@maggitax.com	11%
FLast@maggitax.com	JDoe@maggitax.com	39%
First.Last@maggitax.com	John.Doe@maggitax.com	11%

Maggi Tax & Wealth Advisors Email Formats

Example

Percentage

FLast@maggitax.com

JDoe@maggitax.com

39%

First.Last@maggitax.com

John.Doe@maggitax.com

11%

FLast@maggitax.com

JDoe@maggitax.com

39%

First.Last@maggitax.com

John.Doe@maggitax.com

11%

Frequently Asked Questions

What is Maggi Tax & Wealth Advisors's phone number?

You can contact Maggi Tax & Wealth Advisors's main corporate office by phone at

+1-727-799-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Maggi Tax & Wealth Advisors's official website and social media links?

Maggi Tax & Wealth Advisors's official website is maggitax.com and has social profiles on LinkedIn.

What is Maggi Tax & Wealth Advisors's SIC code NAICS code?

Maggi Tax & Wealth Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Maggi Tax & Wealth Advisors have currently?

As of January 2026, Maggi Tax & Wealth Advisors has approximately 11 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Founder And President: R. B. M.Owner: C. M.Senior Vice President-Financial Advisor: M. L.. Explore Maggi Tax & Wealth Advisors's employee directory with LeadIQ.

What industry does Maggi Tax & Wealth Advisors belong to?

Maggi Tax & Wealth Advisors operates in the Financial Services industry.

What technology does Maggi Tax & Wealth Advisors use?

Maggi Tax & Wealth Advisors's tech stack includes Google Call Conversion TrackingAmazon Web ServicesAmazon S3Vue.jsjQuery MigrateBootstrapNginxPodium.

What is Maggi Tax & Wealth Advisors's email format?

Maggi Tax & Wealth Advisors's email format typically follows the pattern of FLast@maggitax.com. Find more Maggi Tax & Wealth Advisors email formats with LeadIQ.

When was Maggi Tax & Wealth Advisors founded?

Maggi Tax & Wealth Advisors was founded in 2000.

Maggi Tax & Wealth Advisors

Q: How many employees does Maggi Tax & Wealth Advisors have currently?

Maggi Tax & Wealth Advisors has approximately 11 employees.

Q: What technology does Maggi Tax & Wealth Advisors use?

Maggi Tax & Wealth Advisors's tech stack includes Cloudflare Bot Management, Google Cloud, Lodash, Modernizr, Podium.

Financial ServicesFlorida, United States11-50 Employees

Consider us your extended family. For over 25 years, our experience has surpassed the expectations of our clients. Feel confident in knowing you now have direct access to our accomplished, reputable and trusted firm owners, Bobby and Chris Maggi. We customize solid judgement, objective advice, multi-integrated solutions, impactful analysis and education based on your goals. The result is a focused, comprehensive, easy to understand, and all-encompassing strategy to maximize all of your wealth management needs. Welcome to The Maggi Plan.

The Maggi Tax and Financial Show can be seen and heard weekly on WFLA-970AM radio on Saturdays at 5am and 5pm; WTSP-TV10 on Saturdays at 11:30pm following the 11pm news; and WFTS-TV28 on Sundays at 10:30am. Bobby and Chris Maggi are also the authors of "Stop Funding Uncle Sam's Retirement", a solid retirement manual which can be purchased on amazon.com.

As a fiduciary, Chris Maggi is the owner and investment advisor representative of Maggi Investments Services, LLC, a fee based registered investment advisor providing financial planning and third party asset management. Robert Maggi is the founder of Maggi Tax & Wealth Advisors.

Maggi Tax & Wealth Advisors is not affiliated with or endorsed by any government agency.

Advisory services offered through Maggi Investment Services, LLC, a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through Maggi Tax Advisory Group, Inc., dba Maggi Tax & Wealth Advisors, an affiliated company.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

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