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Oldmar, FL Office

Team
Updated today

Client AUM

$154,000,000

Clients

515

Advisors

2

Of 3 advisors across 2 offices

Location

3895 Tampa Road

Oldmar FL 34677

Advisors at this office

2

Advisors at this office

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Samuel K

Series 65

Oldmar, FL

Maggi Investment Services, LLC

Samuel Kust is a Series 65-licensed financial advisor at Maggi Investment Services, LLC with three years of industry experience. His prior roles include positions at Fidelis Wealth Management, Munson Financial, and International Assets Investment Management. Kust is also a co-owner of two transportation companies, KCH Trucking and DSW Transportation, Inc. Maggi Investment Services, LLC provides personalized financial planning and asset management primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to construct portfolios, often managing assets through third-party managers with regular account reviews.

General retirement planning Income planning General tax planning
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Christopher M

Series 65

Oldmar, FL

Maggi Investment Services, LLC

Christopher Maggi is a financial advisor at Maggi Investment Services, LLC with 15 years of industry experience. He holds a Series 65 designation and serves as Vice President of College Funding of Tampa Bay, providing college and financial aid education. In addition, he is Vice President at Maggi Tax Advisory Group, Inc., where he is involved in insurance sales and tax preparation. Maggi Investment Services, LLC offers personalized financial planning and asset management services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios, provides both discretionary and non-discretionary management, and frequently utilizes third-party money managers.

General retirement planning Income planning General tax planning
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