Maggi Tax & Wealth Advisors Employee Directory

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.

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

Maggi Tax & Wealth Advisors Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Africa
2

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  • Nigeria
    2

Asia
2

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  • India
    1
  • Malaysia
    1

Maggi Tax & Wealth Advisors's Leadership

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    R. B. M.
    Founder And President
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    C. M.
    Owner
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    M. L.
    Senior Vice President-Financial Advisor
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    B. D.
    Financial Advisor
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    K. A.
    Insurance Advisor/Medicare/Social Security
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    R. N.
    Assistant Advisor
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    K. S.
    Marketing Assistant
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    J. G.
    New Business Specialist
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Maggi Tax & Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Sales
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Maggi Tax & Wealth Advisors

Name
Title
Contact Info
Location
Last Update
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    R. B. M.
    Founder And President
    Phone icon
    United States
    Jan 14, 2026
  • Stylized image of a person
    C. M.
    Owner
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    Oct 16, 2024
  • Stylized image of a person
    M. L.
    Senior Vice President-Financial Advisor
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    B. D.
    Financial Advisor
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    United StatesFlorida
    Jun 13, 2025
  • Stylized image of a person
    K. A.
    Insurance Advisor/Medicare/Social Security
    Phone icon
    United StatesFlorida
    Oct 18, 2025
  • Stylized image of a person
    R. N.
    Assistant Advisor
    Phone icon
    United StatesFlorida
    Jan 16, 2026
  • Stylized image of a person
    K. S.
    Marketing Assistant
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    Oct 21, 2025
  • Stylized image of a person
    J. G.
    New Business Specialist
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    UNITED STATES
    Mar 08, 2023
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    L. A.
    Executive Financial Assistant
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    United StatesFlorida
    Oct 23, 2024
  • Stylized image of a person
    B. W.
    Tax Preparer
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    Oct 17, 2025

Frequently Asked Questions

What is Maggi Tax & Wealth Advisors known for?

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Maggi Tax & Wealth Advisors was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Maggi Tax & Wealth Advisors's company overview page for more information.

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

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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?

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Maggi Tax & Wealth Advisors has approximately 11 employees as of January 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 January 2026, Maggi Tax & Wealth Advisors's key employees include:

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

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