Our wealth management advisors in TIAA’s Coralville, IA 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 (866) 842-2977.
Had to enroll due to company matching policy. I can confirm TIAA provide some of the worst retirement options. With any equity options expense ratios are super high compare to any other company. Their money market fund is not insured at all. Final nail in the coffin is the traditional, good luck taking money out of it. It will take 10 years to rollover the money and during this 10 years withdrawn period you do not earn any interest at all.
MC
Mike Colder
Jun 19, 2023
1.0
My experience was terrible. I have more money in taxable accounts than I do with TIAA-CREF, but the “advisor” didn't even want to know what my other investments were. I should be holding all my bonds in the tax deferred accounts, and all equities or stocks in the taxable accounts, but this clown had no clue.
CD
C Dp
Jul 1, 2019
2.0
Came to their new location today. Receptionist was on a personal call the entire time -- even through checking me in. She was complaining about some family member and even did an impression of this person. I waited for 3 min right outside the door to get buzzed in because she wasn't paying attention then I took a seat as no direction was given. She snapped at me to sign in...while she proceeded to talk on the phone. How unprofessional!!! The actual advisors are much more helpful, so I can't fault them for this but such a complete turn off when you're supposed to be representing your company....
MD
MG Durham
Jan 21, 2018
5.0
By contrast, I have had a wonderful experience with TIAA. Our financial advisor is easy to get in touch with, and he knows his stuff. Having a local office makes accessing TIAA services even more convenient and efficient. The website is easy to navigate, as well. My overall rating is very positive.
VK
Vidya Kollu
Apr 11, 2017
1.0
Worst and horrible customer service experience while having my excess retirement contributions refunded while having transferred to the call center- making me go about round and round . Spent hours and hours over phone with out any useful information available. If only I had another choice would not even ever recommend this service to anybody else even in a night mare. Wish could give negative stars if the feature is available. Single star is given so that i could post this review.
Frequently Asked Questions About TIAA Financial Services
What services does TIAA Financial Services offer?
TIAA Financial Services offers advice services, investment management, trust services, annuities for lifetime income, brokerage accounts, IRAs for retirement savings, HSAs, and 529 education savings plans.
Where is TIAA Financial Services located in Coralville, IA?
It is located at 941 E. 2nd Avenue, Building D, Coralville, IA 52241, USA.
What are the business hours of TIAA Financial Services?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
Do I need an appointment to meet with a financial advisor at TIAA Financial Services?
Yes, financial planning services are available by appointment only. It is recommended to call ahead to schedule.
How can I schedule an appointment with TIAA Financial Services?
Appointments can be scheduled by calling (866) 842-2977 or through their contact page at https://www.tiaa.org/public/support/contact.
Can you provide contact numbers for TIAA Financial Services?
You can reach TIAA Financial Services at +1 319-356-8000 for local inquiries or toll-free at +1 866-842-2977.
What should I know about retirement savings when consulting with TIAA?
TIAA advisors help clients maximize retirement savings by planning for lifelong income and making informed investment decisions to support financial well-being.
What nearby coffee shops can I visit when I am at TIAA Financial Services?
Nearby coffee shops include High Ground Cafe, Coffee Emporium, and Waterstreet Coffee Bar, where you can relax before or after your appointment.
Are there any nearby dining options close to TIAA Financial Services?
Yes, you can visit Scratch Cupcakery Coralville for desserts, Marquee Pizzeria for Italian food and bar experience, or Cookies & Dreams bakery and candy store.
What nearby stores are available for shopping near TIAA Financial Services?
Nearby shopping options include Ethan Allen for home decor, J.Jill and Anthropologie for women's clothing, lululemon for sportswear, and Von Maur department store.