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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.

Find Maggi Tax & Wealth Advisors employees' phone numbers or email addresses

Maggi Tax & Wealth Advisors Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Africa
2

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  • Nigeria
    2

Asia
2

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  • India
    1
  • Malaysia
    1

Maggi Tax & Wealth Advisors's Leadership

  • Stylized image of a person
    C. M.
    Owner
    Mobile Phone
  • Stylized image of a person
    M. L.
    Senior Vice President-Financial Advisor
    Mobile Phone
  • Stylized image of a person
    K. S.
    Marketing Assistant
    Mobile Phone
  • Stylized image of a person
    B. W.
    Tax Preparer
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    C. M.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. L.
    Senior Vice President-Financial Advisor
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    K. S.
    Marketing Assistant
    Mobile Phone
    Jun 02, 2026
  • Stylized image of a person
    B. W.
    Tax Preparer
    Mobile Phone
    May 28, 2026

Frequently Asked Questions

What is Maggi Tax & Wealth Advisors known for?

Minus sign iconPlus sign iconMaggi Tax & Wealth Advisors was founded in 2000 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconMaggi 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?

Minus sign iconPlus sign iconMaggi Tax & Wealth Advisors has approximately 11 employees as of July 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

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

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

  • Owner: C. M.
  • Senior Vice President-Financial Advisor: M. L.
  • Marketing Assistant: K. S.
  • Tax Preparer: B. W.

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