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    H&R Block

    5.0 (1 review)
    Closed 9:00 am - 3:00 pm
    Updated 1 month ago

    Services - H&R Block

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    10 months ago

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    Maggi Tax Advisory & Financial Group

    Maggi Tax Advisory & Financial Group

    (5 reviews)

    I had an appt with Chris and he said he was going to review my investments and give me a plan on…read morewhat I should do. I came in for a second appointment and he went over the different ivnestments with me. I told him which one I wanted and asked him to email me the final plan. He had me paid $500. However, he never gave me a written plan even after months and several requests. He kept emailing me docusign requests to sign and to transfer my money over. When I asked him the tax implications if and when he has to sell my stocks before transferring my money into whatever investments/annuity he has? He said I'd have to wait and he will let me know after the fact!! I asked him what kind of annuities he plans to invest my money in and if I can get my money back whenever I wanted or how long it will take for me to get my money back? He then said some of it will only allow me to take out 10%/year; this means he just guaranteed a pay check for himself for the next 10 years and if something happens to me, my beneficiaries will not be able to get the money out for another 10 years. And when I asked for my $500 back since he did not do anything to earn it, giving a investment plan, as the law requires him to do so, he refused. Then his dad, who Chris included in all the emails to and fro me, called and emailed me back and left nasty messages for me. They wouldn't refunded my money until I threatened to complain to FINRA. I did not get my money back for months and when I questioned Chris, Bobby wrote me an email basically stating that he did what he was supposed to and if I did not get the money back, tought! So I asked him back that if one of his clients wanted to get their money out and did not get it back, would he say that to them? Run away from these guys, they don't care about you and your well being. All they care about is getting themselves a pay day and if something goes wrong, you're on your own. If you decide to go with them, you should ask all the pertinent questions and have them put the plan in writing in details before transferring your money to them.

    Very disappointed and disheartened after I turned to this company to assist me with moving my…read more401(k) monies. I had worked at a company for twenty-nine years. During these years I had scrimped, did without and saved money to have a comfortable retirement. Unfortunately they took two-thirds of my money, for what, I do not understand. I did not save all my money to hand it over to a company that, in my humble opinion, did not earn as much of my money as they took. Life will not be as comfortable as I thought it would be in retirement and I am still doing without and not enjoying retirement.

    H&R Block - taxservices - Updated May 2026

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