Tampa Bay
Maggi Investment Services
9.82
9.82
Overview
Maggi Tax Advisory & Financial Group are financial advisors serving Tampa Bay with offices in Lutz, Palm Harbor & St Pete offering retirement planning.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
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Maggi Tax Advisory & Financial Group has a professional and wheelchair-accessible location at Building 4114, Woodlands Pkwy Parkway, Suite 303B, Palm Harbor City. The company serves as a financial advisor, providing services in retirement planning and investment advice. They have offices in Lutz, Palm Harbor, and St. Pete, catering to the Tampa Bay area.While their financial advisors seem knowledgeable, a notable issue arises from a client's experience, where they were overcharged and mistreated by the team. It's essential to exercise caution and carefully review any plans or agreements before committing to financial services.Although the company is certified as wheelchair accessible, further investigation is needed to confirm their true commitment to inclusivity. Their co-brand, Maggi Investment Services, adds an extra layer of credibility to their financial services. However, their third-party rating of 3.0 indicates a need for improvement in their services.It is crucial to be cautious when dealing with financial advisors, especially after the client's experience mentioned above. Always ask for detailed plans, and review any agreements before committing to any financial services. The presence of a professional and accessible location is a positive aspect, but the company's reputation and treatment of clients should be thoroughly evaluated before doing business with them.
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