What we offer

Financial services. For you.

TIAA works with you to help you meet your financial goals

You can talk to a financial consultant.
800-842-2252
Weekdays, 8 a.m.–10 p.m. (ET)
Saturdays, 9 a.m.–6 p.m. (ET)

Managing your finances with help from TIAA

It’s not easy to plan your financial future or choose the right investments. TIAA’s experienced financial consultants are here to help you plan and invest confidently.
Working with TIAA

1-on-1 financial consultations

We bring nearly 100 years of experience to every conversation.

Retirement strategy

TIAA helps you understand your options and get the most from your existing plan.
Retirement Strategy

Transitioning to retirement

What you do during this time is critical. We’ll talk through your options and help create a plan.
Transitioning

Other financial goals

We’re a full-service financial organization and have the expertise to help you reach your short- and long-term goals.
Financial Goals
Let’s get started.
Call 800-842-2252
COMPLEX NEEDS

Work directly with TIAA’s Wealth Management Advisors

TIAA offers advisory services, managed accounts, and trust services for customers who have more complex needs.

Individual Advisory Services

A dedicated advisor can manage your money, plan for the future and help you stay on track.
ADVISORY SERVICES

Managed accounts

TIAA’s professionals can manage your investment portfolio with your goals in mind.
Managed investment accounts

Trusts

TIAA-CREF Trust Company, FSB offers a range of trust products to customers looking to preserve and manage their finances.
Trusts

THE TIAA DIFFERENCE

TIAA’s spent nearly 100 years helping employers create retirement plans for people who work in academic, medical, research and cultural fields.

ONLINE COMMUNITIES

Talk to peers and experts

Join one of our engaging online communities

MyRetirement

Share experiences with 50,000 retired (or soon-to-be retired) peers.
Join the Conversation

Woman2Woman

Join other women in discussions about money and life. And when you need to, get your questions answered by experts.
Join the Conversation

Discover more

INSIGHTS

Online financial insights

Learn how to manage money and plan for the future.
INSIGHTS
WHY TIAA

How we invest

Our long-term perspective sets us apart.
Find Out More
PRODUCTS

IRAs, 529s & more

Online guidance to help you make sense of your options.
PRODUCTS
WHY TIAA

Nearly 100 years of service

We’re dedicated to helping people achieve their financial goals.
WHY WE’RE DIFFERENT
TIAA managed account services provide discretionary investment management services for a fee.

TIAA managed account and advisory services are offered through TIAA Advice and Planning Services and TIAA-CREF Individual & Institutional Services, LLC , a registered investment adviser and broker-dealer, and Private Asset Management services are offered by TIAA, FSB, a federal savings bank.

This material is for informational or educational purposes only and does not constitute a recommendation or investment advice in connection with a distribution,transfer or rollover, a purchase or sale of securities or other investment property, or the management of securities or other investments, including the development of an investment strategy or retention of an investment manager or advisor. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made in consultation with an investor’s personal advisor based on the investor’s own objectives and circumstances.
 
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