Tampa Bay
Maggi Tax & Wealth Advisors
7.05
7.05
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
Wheelchair accessible restroom
Restroom
Onsite services
Appointments recommended
Appointment required
Online appointments
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Overall
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This business location offers various financial services, including tax advisory and financial planning. It has received overwhelmingly positive reviews, with clients praising the team's expertise, professionalism, and friendly approach. Many customers have expressed their gratitude for the personalized service and detailed explanations provided by the team. The business is family-owned, and the owners, Chris and Bobby Maggi, have a reputation for being trustworthy and caring.
Some clients have mentioned that they feel like they are part of a family and appreciate the welcoming atmosphere. The team's attention to detail and ability to explain complex financial concepts in a clear manner have been particularly praised. Many customers have mentioned that they have benefited from the team's guidance, whether it's for tax preparation, retirement planning, or estate planning.
However, not all reviews have been positive. A few clients have reported issues with communication and responsiveness, citing instances where they were not kept informed about their tax returns or financial plans. One client even reported a significant mistake in their tax return, which resulted in a loss of thousands of dollars.
Despite these negative reviews, the overall consensus is that this business location provides exceptional service and expertise. The team's commitment to helping clients achieve their financial goals is evident in the numerous positive reviews. However, it's essential for potential clients to be aware of the possibility of communication issues and to verify the accuracy of their financial plans.
One issue that stands out from the negative reviews is the lack of communication and responsiveness from the team, which has resulted in errors and lost opportunities for clients. This issue could be addressed by improving internal communication and ensuring that clients are informed about their financial plans and tax returns in a timely manner.
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