Individual Advisory Services

Personalized financial advice for every stage of life.

You can contact us at 844-567-9077.
Get the basics

A dedicated financial advisor and a team of specialists. All working for you.1

We can partner with you to understand your goals, financial situation, and personal preferences.2 This can help you plan properly.

Your advisor and the team

Your advisor works with you one-on-one to help build a financial plan aligned to your needs, wants and wishes.

Your advisor is supported by a team of specialists providing professional advice and support.

Service that sets us apart

We’re here to help you plan for your financial goals. 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.
Helping you choose

There are big questions to answer and we can help

Your goals are unique. Your advisor offers one-on-one advice and support tailored to your situation. You have big questions. Your advisor can help provide answers.
Financial goals, investments, setting aside money for loved ones and more
Your advisor can help you with these questions and more.
How to contact us

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 by helping you plan for retirement and other life events. As your life and goals change, we can help you make changes to your plan.
Working with your advisor

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Next steps

How to start the conversation

Call Us
We’re here to answer your questions and set up a meeting.
Weekdays, 8 a.m. - 10 p.m. (ET)
Saturday, 9 a.m. - 6 p.m. (ET)
Finding an advisor
Want to find an advisor near you?
Scheduling a call
One of our representatives will call you at your convenience.

Discover more


Managed accounts

In a managed account*, we manage your investments based on your personal needs and goals.

Personal trust services

We make sure your assets are invested, managed* and distributed according to your wishes.


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The giving fund

TIAA Charitable Giving Fund

A simple, tax-savvy way to make a bigger impact with your charitable giving.
TIAA Charitable
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.
1 Certain products and services are only available to eligible individuals.
2 Nothing in this document is intended to, nor should it be construed to, suggest the creation a legal partnership or joint enterprise.
* TIAA-CREF managed account services provide discretionary investment management services for a fee.

Advisory services provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, Member FINRA and SIPC, a registered investment adviser.