About
Financial Planning
Our wealth management advisors in TIAA’s Sherman Oaks office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Sherman Oaks office is a smaller satellite office, so please call today to schedule an appointment 1-800-866-1596.
Location
Hours
Frequently Asked Questions About TIAA Financial Services
What financial services does TIAA Financial Services in Sherman Oaks offer?
TIAA Financial Services offers advice services, investment services, investment management, trust services, lifetime income annuities, brokerage accounts, IRAs for retirement savings, HSAs, and 529 education savings plans.
What are the office hours for TIAA Financial Services in Sherman Oaks?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays.
How can I schedule an appointment with TIAA Financial Services' advisors?
You can schedule an appointment by calling 1-800-866-1596 to meet with a financial advisor in the Sherman Oaks office.
Where is the TIAA Financial Services Sherman Oaks office located?
It is located at 15233 Ventura Blvd, Suite 500, Office 512, 505, 508, 511, 506 in Sherman Oaks, CA 91403.
What is the contact phone number for TIAA Financial Services in Sherman Oaks?
The main phone number is +1 855-250-7251.
What types of financial planning can I get at TIAA Financial Services?
They provide comprehensive financial planning including retirement savings, investment management, trust services, and education savings plans.
Are there any nearby real estate services close to TIAA Financial Services?
Yes, nearby real estate services include Yelena Saakyan, Richie Herrera with JohnHart Real Estate, Priscillia Seelan - Realtor, and JS Western Retail Investments, which might be helpful if you're considering property investments.
Can clients access office space rentals nearby TIAA Financial Services?
Yes, Regus is a nearby shared office space rental service that can be useful for meetings or workspace needs.
Are there legal service providers near TIAA Financial Services that clients might find useful?
Nearby legal professionals include Attorney Matthew Nezhad, Fox & Fox Law Corporation, and Ace Law Firm, P.C., which can assist with various legal matters.
Is there a CPA or tax service near TIAA Financial Services for additional financial support?
Yes, the CPA Firm of Rene Sarkhosh & Associates, Inc. and Leading Tax Group nearby provide tax and accounting services.