It all starts with a plan

Our planning process involves a careful analysis of your financial situation, goals, time horizon and preferences.

You can contact us at 844-567-9077


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.
We take the time one-on-one to understand your hopes, goals and family dynamics.
We create a customized plan, based on your risk tolerance and your investment preferences, and help you implement it.
We work with you to periodically revisit your plan to meet your changing needs.

Annual review

An annual review session is time spent working with your advisor and team to monitor your progress towards your goals and adjust your plan when needed.

Looking back

An annual review session looks back at all aspects of your financial plan for the past year to evaluate progress towards your goals.

Assessing your current situation

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

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 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.



Access your account on the go

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

Michelle Patello

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

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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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.
Certain products and services are only available to eligible individuals.

TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., and Nuveen Securities, LLC, Members FINRA and SIPC, distribute securities products. Deposit and lending services and products are provided by TIAA, FSB. Member FDIC. Equal Housing Lender Equal Housing. TIAA Direct® and EverBank® are divisions of TIAA, FSB.

Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value. TIAA-CREF does not provide legal or tax advice. Please consult your tax or legal advisor to address your specific circumstances.

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