Maggi Tax & Wealth Advisors

Aug 2026

Or experience with Chris and the team was exactly what he hoped for. They provided sound tax advice, and answered a common question of those approaching retirement, “what does it look like financially for us in the coming years?” We needed to take some time to compile our budget, and of course an accurate record of our assets. Chris delivered. Walked us through it all so we were clear. And we have a copy of the numbers they crunched.

Sep 2017

I can't say enough about the caring and professional service my husband and I have received at Maggi Tax. They helped us with our retirement and then helped me through my husband's illness and death. I have a small retirement, but million-dollar financial representation and personal friends to advise me. I wish my husband and I had come to them before we made some expensive retirement mistakes.