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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
8

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  • United States Of America
    8

Maggi Tax & Wealth Advisors's Leadership

  • Owner at Maggi Tax & Wealth Advisors
    C. M.
    Owner
    Mobile Phone
  • Senior Vice President-Financial Advisor at Maggi Tax & Wealth Advisors
    M. L.
    Senior Vice President-Financial Advisor
    Mobile Phone

Maggi Tax & Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Other

Contact profiles from Maggi Tax & Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Owner at Maggi Tax & Wealth Advisors
    C. M.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Senior Vice President-Financial Advisor at Maggi Tax & Wealth Advisors
    M. L.
    Senior Vice President-Financial Advisor
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Maggi Tax & Wealth Advisors known for?

Minus sign iconPlus sign iconMaggi Tax & Wealth Advisors was founded in 2000 and operates in the Financial Services industry. You can contact Maggi Tax & Wealth Advisors's 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 FLast@maggitax.com. 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 12 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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

  • Owner: C. M.
  • Senior Vice President-Financial Advisor: M. L.

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