Dakota
Dakota
Book a Demo
Talk to an Expert

Maggi Investment Services, LLC

EST. AUM
$154,000,000

CONTACTS

CLIENT ACCOUNTS
515

Firm Details

Metro area Tampa
CRD Number 156856
Website maggitax.com
Client types

Overview

Maggi Tax & Wealth Advisors is a Florida-based registered investment advisory and financial planning organization serving individuals, families, retirees, business owners, and other private clients. The firm integrates tax advisory, wealth management, retirement planning, estate planning, insurance planning, Medicare and Social Security guidance through affiliated entities to provide coordinated financial advice. Its investment function is centered on developing long-term financial strategies, managing client portfolios, and helping clients align investment decisions with retirement income, tax efficiency, and wealth preservation objectives under a fiduciary advisory model.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy