TIAA Financial Services
Bank Credit Union
Why pick this one
TIAA Financial Services specializes in retirement-first financial planning and has been in business since 1918.
Best for
- retirement planning for educators
- investment management with a focus on long-term goals
Look elsewhere if
- seeking immediate financial services without an appointment
- personalized financial advice outside their specialization areas
Specialties
- wealth management
- retirement planning
- investment management
Certifications
- FINRA
- SIPC
What makes them different
- specializes in retirement-first financial planning
- offer personalized estate strategies
- focus on educators, healthcare workers, and nonprofit employees
- tailored financial planning based on individual goals
- fiduciary duty to prioritize clients' interests
- Response time
- by appointment only
- Years in business
- 105
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 15720 Brixham Hill Avenue, Suite 300, Office 346, 348, 349, 381, Charlotte, NC 28277
- Phone
- 8775353910
- Website
- https://locations.tiaa.org/nc/charlotte/15720-b...
Services
- financial advisory
- investment services
- trust services
- IRA accounts
- brokerage accounts