SERVICES
Individual Advisory Services
Personalized financial advice for every stage of life.
Contact us at 888-211-3868.
Contact us at 888-211-3868.
WHAT WE OFFER
A dedicated financial advisor and a team of specialists. All working for you.
We partner with you to understand your goals, financial situation, and personal preferences.1 This allows you to plan with confidence.
Your advisor and the team
Your advisor works with you one-on-one to help build a financial plan aligned to your goals, values, and risk tolerance.
Your advisor is supported by a team of specialists providing professional advice and guidance.
Your advisor is supported by a team of specialists providing professional advice and guidance.
Service that sets us apart
We’re here to help you plan for your financial goals. Honoring TIAA’s not-for-profit heritage and a legacy of trust, your needs come first. We help you stay focused on your goals.
We work with you to build a long-term financial plan you can adjust as your situation changes, at no additional cost.
We work with you to build a long-term financial plan you can adjust as your situation changes, at no additional cost.
WORKING WITH YOUR ADVISOR
There are big questions to answer and we can help
Your goals are unique. Your advisor offers one-on-one advice and guidance tailored to your situation. You have big questions. Your advisor has answers.
Your advisor can help you with these questions and more.
Contact us
888-211-3868
WHY TIAA
In it with you for the long-term
TIAA started out nearly 100 years ago to help ensure teachers could retire with dignity. We continue this tradition of trust by helping you plan for retirement and other life events. As your life changes and goals get reprioritized, we can help you make changes to your plan.
Contact Us
Start the conversation
Call Us
We're here to answer your questions and set up a meeting.
888-211-3868
Weekdays, 8 a.m.-10 p.m. (ET)
Saturday, 9 a.m.-6 p.m. (ET)
Saturday, 9 a.m.-6 p.m. (ET)
Find an Advisor
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RESOURCES
Articles and videos from our professionals
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SERVICES
Managed accounts
In a managed account*, we manage your investments based on your personal needs and goals.
SERVICES
Personal trust services
We make sure your assets are invested, managed* and distributed according to your wishes.
COMMUNITIES
Woman2Woman
Exchange ideas with experts and peers in our Woman2Woman community.
THE GIVING FUND
TIAA Charitable Giving Fund
A simple, tax-savvy way to make a bigger impact with your charitable giving.
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