null
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
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.
null
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.
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.

null
A Partnership

Ask your advisor about Social Security

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.
null
360º Financial view
View and manage your accounts all in one place.
See how it works.
Message center
Exchange secure messages with your advisor.
null
Notifications
Alerts via email and on our website provide you with timely updates.
null
Shared files
A secure way to exchange files with your advisor and supporting team.
Mobile Capabilities
null

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."
null

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.
TIAA Charitable
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.
C27369