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Our wealth management advisors in TIAA’s Sarasota, FL 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 Sarasota, FL office is a smaller satellite office, so please call today to schedule an appointment (855) 250-7250.
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Frequently Asked Questions About TIAA Financial Services
What services does TIAA Financial Services in Sarasota offer?
TIAA Financial Services in Sarasota offers advice services, investment management, trust services, annuities for lifetime income, brokerage accounts, IRAs for retirement savings, HSAs, and 529 Education Savings plans.
What are the operating hours for TIAA Financial Services Sarasota?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays. Financial planning is by appointment only.
How can I schedule an appointment with a financial advisor at TIAA Sarasota?
You can schedule an appointment by calling their main phone number at (855) 250-7250.
Where is TIAA Financial Services located in Sarasota?
TIAA Financial Services is located at 6151 Lake Osprey Dr, 3rd Floor - Office 308, Sarasota, FL 34240.
Does TIAA Sarasota provide retirement planning assistance?
Yes, they help clients plan for lifelong income, save for retirement, and achieve their financial goals.
Are there any nearby financial institutions close to TIAA Sarasota?
Yes, nearby financial institutions include First Command, Edelman Financial Engines, Homebridge Financial Services, and Frank A Planes - Financial Advisor, Ameriprise Financial Services, which may provide additional financial services and advice.
What nearby healthcare-related places are close to TIAA Sarasota?
Nearby healthcare-related places include Movin' Nutrition pharmacy, Drug Detox Centers Sarasota, HearUSA audiologist, and CannaMD - Sarasota Medical Marijuana Doctors & Cannabis Cards.
Can I visit any local services near TIAA Sarasota for counseling or mental health?
Yes, Wiggins Educational Evaluations and Counseling Cottage LLC offer counseling and mental health services near TIAA Sarasota.
Is there a place nearby where I could grab a treat after my appointment at TIAA Sarasota?
You can visit Friendly’s Ice Cream Shop nearby to enjoy a sweet treat after your financial planning appointment.
Where can I learn more about maximizing retirement savings from TIAA?
You can learn more by visiting their featured message link on maximizing retirement savings: https://www.tiaa.org/public/index.html?tc_mcid=so_yext021615