What departments does Maggi Tax & Wealth Advisors have?

Maggi Tax & Wealth Advisors has employees across 4 departments including Finance, Military & Protective Services, Marketing, Business.

What is the largest department at Maggi Tax & Wealth Advisors?

The largest department at Maggi Tax & Wealth Advisors is Finance with 2 employees.

Where are Maggi Tax & Wealth Advisors employees located globally?

Maggi Tax & Wealth Advisors has employees across 3 continents and 4 countries including Nigeria, India, Malaysia, United States Of America.

How has Maggi Tax & Wealth Advisors's team size changed over time?

Maggi Tax & Wealth Advisors's team has grown from approximately 5 to 6 employees based on available data.

Maggi Tax & Wealth Advisors Employee Directory

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.

Maggi Tax & Wealth Advisors Global Highlights

North America
11

United States Of America
11

Africa
2

Nigeria
2

Asia
2

India
1
Malaysia
1

Maggi Tax & Wealth Advisors's Leadership

C. M.
Owner
Mobile Phone
Email
M. L.
Senior Vice President-Financial Advisor
Mobile Phone
Email
B. D.
Financial Advisor
Mobile Phone
Email
K. A.
Insurance Advisor/Medicare/Social Security
Mobile Phone
Email
R. N.
Assistant Advisor
Mobile Phone
Email
K. S.
Marketing Assistant
Mobile Phone
Email
J. G.
New Business Specialist
Mobile Phone
Email
B. W.
Tax Preparer
Mobile Phone
Email

Maggi Tax & Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Sales
Accounting
Administrative
Analytics
Other

Contact profiles from Maggi Tax & Wealth Advisors

Name

Title

Contact Info

Location

Last Update

C. M.
Owner
Mobile Phone
Email
Oct 16, 2024
M. L.
Senior Vice President-Financial Advisor
Mobile Phone
Email
Oct 17, 2024
B. D.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Jun 13, 2025
K. A.
Insurance Advisor/Medicare/Social Security
Mobile Phone
Email
United StatesFlorida
Oct 18, 2025
R. N.
Assistant Advisor
Mobile Phone
Email
United StatesFlorida
Jan 16, 2026
K. S.
Marketing Assistant
Mobile Phone
Email
Jun 02, 2026
J. G.
New Business Specialist
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
B. W.
Tax Preparer
Mobile Phone
Email
May 28, 2026

Frequently Asked Questions

What is Maggi Tax & Wealth Advisors known for?

Maggi Tax & Wealth Advisors was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 3895 Tampa Road Oldsmar, Florida 34677 United States; you can contact the main corporate office by phone at

+1-727-799-****

. Explore Maggi Tax & Wealth Advisors's company overview page for more information.

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

Maggi Tax & Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Maggi Tax & Wealth Advisors email formats with LeadIQ.

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

Maggi Tax & Wealth Advisors has approximately 11 employees as of March 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are Maggi Tax & Wealth Advisors's key employees and leadership?

As of March 2026, Maggi Tax & Wealth Advisors's key employees include:

Owner: C. M.
Senior Vice President-Financial Advisor: M. L.
Financial Advisor: B. D.
Insurance Advisor/Medicare/Social Security: K. A.
Assistant Advisor: R. N.

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Maggi Tax & Wealth Advisors Employee Directory

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