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Business Profile

Retirement Planning Services

Maggard Wealth Management
Visit Website(813) 723-0730
See Hours
Operating Hours
Monday9:00 AM - 5:00 AM
Tuesday9:00 AM - 5:00 AM
Wednesday9:00 AM - 5:00 AM
Thursday9:00 AM - 5:00 AM
Friday9:00 AM - 5:00 AM
SaturdayClosed
SundayClosed

About

About This Business

Maggard Wealth Management provides financial services in the areas of Retirement Income Strategies, Wealth Management, Annuities, Investments and IRA/401(k) Rollovers, Asset Protection Strategies, Life Insurance, Tax-Efficient Strategies, Long-Term Care Strategies and Medicare.

Products and Services

Retirement Income Strategies, Wealth Management, Annuities, Investments and IRA/401(k) Rollovers, Asset Protection Strategies, Life Insurance, Tax-Efficient Strategies, Long-Term Care Strategies and Medicare, Asset Allocation, Complex Estate Planning, Estate Planning, Financial Advisor, Investment Planning, Wealth Management, wealth preservation, Financial Tax Planning, Financial Literacy, Financial Planning and Consultation Services, Financial Goals, Financial Advising, Financial Planning and Investments, Financial Products: Annuities, Mutual Funds, Retirement Planning and 401(k), Financial Advice, Financial, Retirement, Estate & Wealth Management, Mutual Funds, Real Estate Investments, Bonds, Stocks Products: Bonds, Individual Stocks, Insurance, Mutual Funds, Real Estate Investment Trusts, Securities Services: 1031 Exchanges, Advanced Estate Planning, Asset Allocation, Estate Planning, Estate Planning Seminars, Family Business Planning, Family Limited Partnerships, Family Partnership, Family Wealth Transfer, Financial Planning, Generational Estate Planning, Investment Management, Investment Planning, Partnership Consulting, Risk Management, Wealth Conservation, Wealth Management, Wealth Preservation, Managed Accounts

Photos and Videos

Business Details

BBB File Opened:
4/12/2024
Business Started:
8/15/2018
Business Incorporated:
8/15/2018
Type of Entity:
Corporation
Alternate Names:
Brett Maggard, P.A.
Business Management:
Mr. Brett Maggard, President/Secretary

Additional Contact Information

Principal Contacts
Mr. Brett Maggard, President/Secretary
Customer Contacts
Mr. Brett Maggard, President/Secretary
Ms. Katelyn Matthews, CFO
Social Media
Facebook

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of W340121 for this business, issued by Department of Financial Services

Department of Financial Services

200 E Gaines St

Tallahassee FL 32399

BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority

Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

BBB records show a license number of REGISTERED for this business, issued by Financial Industry Regulatory Authority

Financial Industry Regulatory Authority

1735 K St NW

Washington DC 20006

BBB records show a license number of REGISTERED for this business, issued by Securities and Exchange Commission

Securities and Exchange Commission

450 5th Street, NW

Washington DC 20549

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