Individual Advisory Services

Personalized financial advice for every stage of life.

Contact us at 888-211-3868.
Get the basics

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

We partner with you to understand your goals, financial situation, and personal preferences.2 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.

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.
Help me choose

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.
Financial goals, investments, setting aside money for loved ones and more
Your advisor can help you with these questions and more.
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 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.
Working With Your Advisor

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Take action

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)
Find an Advisor
Want to find an advisor near you?
Schedule 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
1 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.

Certain products and services are only available to eligible individuals.

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