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Our wealth management advisors in TIAA’s Washington, DC office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (800) 842-2008.
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- JTJ ThomasFeb 19, 20241.0TIAA joined the financial criminals around the time of the mortgage crisis. Kevin Moultrie talked me into combining plans from separate employers, one with borrowing capabilities, into a single streamlined report that he swore would only give me grand totals and would not affect the ability to borrow. Instead, he rolled my account to an IRA without my permission. TIAA claimed to have "no record of the transaction" or who performed the change, but subsequent news stories hit that they were receiving bonuses for client IRA conversions and some shady things were going on as a result. I was able to prove the difference in my accounts before and after this criminal sabotaged my safety net for his bonus, and I do not believe that the company had the nerve to admit to having the recorded change in their system, but no record of my signed agreement to this change (there was none). This was a pure and simple cover-up. Kevin Moultrie was promoted. When they later attempted to reconvert the account (due to my regular calls to them and uneturned calls to Moultrie), they claimed to be unable due to both previous employers having fired them already for poor performance. They claimed that at least one employer had to still be an active client. I became a victim of the mortgage crisis due to choosing a traditional non-arm loan for a new build and was also TIAA's victim due to this scoundrel visiting my agency to do bogus courtesy reviews of our plans. My attempts at careful financing and record tracking were in vain because I trusted this greedy TIAA rep. I do not know how these folks sleep at night. Shame on TIAA!
Frequently Asked Questions About TIAA Financial Services
What services does TIAA Financial Services offer?
TIAA Financial Services offers wealth management and financial planning including advice services, investment management, trust services, annuities for lifetime income, brokerage accounts, IRAs, HSAs, and 529 education savings plans.
Where is TIAA Financial Services located?
TIAA Financial Services is located at 1300 Eye Street, NW, Suite 300W, Washington, DC 20005, USA.
What are the operating hours of TIAA Financial Services?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends. Financial planning is by appointment only.
How can I schedule an appointment with a financial advisor at TIAA Financial Services?
You can schedule an appointment by calling (800) 842-2008 or visiting their contact page at https://www.tiaa.org/public/support/contact.
Can TIAA Financial Services help me plan for retirement savings?
Yes, TIAA Financial Services provides retirement planning including IRAs and strategies to maximize lifelong income and retirement savings.
What categories of financial services does TIAA cover?
TIAA offers a broad range of services including financial planning, investment services, stock brokerage, trust services, life insurance, mortgage and home loan services, and loan services.
Are there any nearby restaurants where I can grab a meal before or after my appointment?
Yes, Cafe Amadeus and Toro Toro, a Latin American restaurant, are nearby and great options for dining before or after your visit.
What nearby services can help me with tax or legal matters related to financial planning?
You can find the Washington Tax Attorney IRS Tax Settlement and Precedent Legal Services nearby for tax and financial legal assistance.
Is there convenient public or office workspace near TIAA Financial Services?
Regus - Washington - Franklin Square offers shared office spaces nearby, which could be useful if you need a workspace close to your appointment.
How can nearby IT services like Secure Data Recovery Services assist TIAA Financial Services clients?
Clients who rely on digital financial documents can use Secure Data Recovery Services nearby in case of data loss or IT issues, ensuring their important files are recovered and accessible.