Individual advisory services
Your relationship with your advisor
Your advisor partners with you one-on-one – through all life’s changes – to help you pursue your financial goals.1
You can contact us at 888-211-3868
WORKING WITH TIAA
Your Individual Advisory Services team
Your TIAA advisor and client relationship consultant are your primary contacts. For more complex needs, including trusts and managed account services, your advisory team can call on specialists in other areas.
Take action
Start the conversation
Call Us
We’re here to answer your questions and set up a meeting.
Finding an advisor
Want to find an advisor near you?
Why TIAA
We are always working with your needs in mind. Our personalized approach enables your advisor, backed by a team of professional specialists, to focus on your goals. We believe this can provide exceptional value at competitive costs.
TOOLS & APPS
Stay connected in person or online
TIAA’s online tools and mobile apps provide you with convenient, around the clock access to your accounts.
Message center
Exchange secure messages with your advisor.
Notifications
Alerts via email and on our website provide you with timely updates.
Shared files
A secure way to exchange files with your advisor and supporting team.
Mobile Capabilities
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
Chuck Hawes
“I maintain relationships with my clients, and work with them to help improve their financial lives."
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, managed2 and distributed according to your wishes.
Communities
Woman2Woman
Exchange ideas with experts and peers in our Woman2Woman community.
The Giving Fund
TIAA Charitable Giving Fund
A simple, tax-savvy way to make a bigger impact with your charitable giving.
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.
1Nothing in this document is intended to, nor should it be construed to, suggest the creation a legal partnership or joint enterprise.
2TIAA-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, a registered investment adviser.
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