Individual Advisory Services

Personalized financial advice for every stage of life.

You can contact us at 844-567-9077.
Get the basics

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

As a committed partner, our dedicated advisory team can help you pursue your financial goals as life progresses, goals change and markets shift.2

Your advisor and the team

Your advisor works with you one-on-one to help build a financial plan aligned to your needs, wants and wishes.

Advisors are supported by a team of specialists providing professional advice and support.

Service that sets us apart

We’re here to help you plan for your financial goals and find ways to increase your chances of meeting them. 

Together we'll build a long-term financial plan - as well as help adjust it over time as your situation changes, at no additional cost. 
Helping you choose

There are big questions to answer, and we can help

Your goals are unique. Our advisors can offer one-on-one advice and support tailored to your situation.
Financial goals, investments, setting aside money for loved ones and more
Get the help you need with these questions and more.
How to contact us

We’ll be with you every step of the way

TIAA was started more than 100 years ago to help ensure teachers could retire with dignity. We continue this tradition by helping you plan for retirement and other life events. As your life and goals change, we can help update your plan to make sure you stay on track.

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Next steps

How to 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.

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
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.
1 Certain products and services are only available to eligible individuals.
2 Nothing in this document is intended to, nor should it be construed to, suggest the creation of a legal partnership or joint enterprise.
* TIAA-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, Member FINRA and SIPC, a registered investment adviser.