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A plan built just for you

Our planning process starts with a conversation about your personal needs, wants and wishes. We will also take a thorough look at your complete financial picture.

You can contact us at 844-567-9077

Working with TIAA

What we provide

We’ll help you develop a comprehensive strategy for your finances—not just your TIAA accounts—including investment, legacy, incapacity and charitable goals.
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Getting to know you
We take the time one-on-one to understand your needs, wants and wishes.
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A PLAN
We create a customized plan, based on your risk tolerance and your investment preferences, and help you implement it.
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FOLLOW UP
We work with you to periodically revisit your plan to meet your changing needs.
What you get

Periodic Goal Review

During a periodic goal review, your advisor and team will work with you to focus on the following key items:

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Looking back

Your review will include a look back at all aspects of your financial plan to evaluate progress towards your goals.

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Assessing your current situation

We discuss changes in your life and other factors that may impact your financial plan.

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Planning for the future

With your present needs in mind, we adjust your plan to help you pursue your long-term goals.

Investment review

As needed, we can set up a review of your portfolio to uncover risk and better understand your holdings.

Reduced brokerage pricing for Individual Advisory Services clients

We value our clients. That’s why we’ve added discounts on brokerage services.
Taking action

How we 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.

PRODUCTS & SERVICES

Products and services to meet your financial needs

Your advisor can help you with changing objectives throughout your life, recommending what may work best for you.
Learn how we can help meet your financial needs.
You can call us.

844-567-9077

MOBILE CAPABILITIES

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Access your account on the go

You can access your account on your smart phone or tablets with our iOS and Android apps.
MEET AN ADVISOR

Michelle Patello

“My role is that of confidante and advisor to those I have the privilege of serving.”
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Discover more

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.
Education

Woman2Woman

Read the latest articles and insights—from women, for women.
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 investment advice under ERISA. 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 based on the investor’s own objectives and circumstances.
 
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.
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