(800) 689-4851
Locate a Speaker
Bobby Maggi
4114 Woodlands Parkwy
Palm Harbor, FL 34685
Profession:
Estate Planning, Financial, Insurance, Tax, Other
Workshops Offered:
College Planning, Estate Planning, Exploring Your Options for a Quality Retirement, Getting Fiscally Fit, Getting Your Financial House in Order, Investing Basics for Women, Is a Roth IRA Right for You, Legal Lessons for Life, Life Insurance and You, Preparing for Long Term Care, Reverse Mortgages, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers, Women Approaching Retirement and Beyond, Taking Control of Your Cash - Eliminating Debt
About Me:
Consider us your extended family. For over 25 years, our expertise has guided individuals, families and businesses with all aspects surrounding their financial well-being, surpassing their targeted objectives. Our clients feel confidant in knowing they have direct access to our accomplished, reputable and trusted firm owners. Together, we implement customized solid judgement, objective advice, and comprehensive analysis. We identify your lifestyle wishes and financial goals to preserve and maximize all of your wealth management needs. Our disciplined investment philosophy coupled with multi-integrated solutions provide our clients with an impactful and cohesive financial strategy. Our philanthropy efforts including Maggi Gives Back, Federal Educators, and Maggi Veteran's Aid and Attendance are on-going, and prove our belief that the Tampa Bay community is part of our extended family. We're in this with you and are proud to offer you The Maggi Plan.
Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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