Very Honest and Professional, explain things that you understand. Always looking out for my best interestsAppreciate them being my Tax and Financial Team
February 2024
The ENTIRE Family all of their employees are OUTSTANDING!!! I HIGHLY recommend Maggi Financial Services !!!
February 2024
We took on Maggie Tax as an adviser several years ago and have been very happy that we did. Chris, Bobby,and team are professional, friendly and have our best interests at heart. We look forward to our retirement future and Maggie Tax is leading us down that path every step of the way.
Maggi Tax Advisory specializes in advanced tax planning all year. Tax planning, Income, Planning, Insurance planning, and legacy planning. we take a Holistic Retirement approach. We can help reduce or eliminate unnecessary taxes, avoid Capital gains and do complete planning. It's called the Maggi Plan, simple and easy to understand.
