Maggi Tax & Wealth Advisors

Financial ServicesFlorida, United States11-50 Employees

Maggi Tax & Wealth Advisors operates in the financial services sector, providing integrated wealth management and tax advisory services. The firm emphasizes a fiduciary approach with a focus on customized planning, objective guidance, and comprehensive strategies designed to help clients manage and maximize their wealth. Based in Oldsmar, Florida, the company positions itself as a family-oriented practice led by owners Bobby and Chris Maggi, offering access to experienced leadership and multi-disciplinary solutions for individual and possibly family financial needs. The organization operates through affiliated entities that handle advisory services and insurance products, underscoring a holistic approach to financial planning and asset management.

Sign up for free to view info

Email Format Employee directory