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Our wealth management advisors in TIAA’s Lexington, KY 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) 842-2992.
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- RBRoss BallardNov 12, 20202.0Takes sometimes days to return calls.
Frequently Asked Questions About TIAA Financial Services
What services does TIAA Financial Services offer in Lexington, KY?
TIAA Financial Services offers a variety of financial planning and investment services including advice services, investment management, trust services, annuities offering lifetime income, brokerage accounts, IRAs for retirement savings, HSAs, and 529 education savings plans.
What are the business hours of TIAA Financial Services in Lexington?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Do I need an appointment to meet with a financial advisor at TIAA Financial Services?
Yes, financial planning services are available by appointment only. You can schedule an appointment by calling (866) 842-2992 or using their online contact page.
Where is TIAA Financial Services located in Lexington?
TIAA Financial Services is located at 2365 Harrodsburg Road, Suite B 250, Lexington, KY 40504, USA.
How can I learn more about maximizing retirement savings with TIAA?
You can learn how to maximize retirement savings by visiting TIAA's featured page at https://www.tiaa.org/public/index.html?tc_mcid=so_yext021615.
What nearby financial and professional services can I visit around TIAA Financial Services?
Nearby professional services include Miller Mayer Sullivan & Stevens (accounting), Central State Managers (property management), Sizemore Tucker PLLC (accounting and trusts), and Breeze Financial, LLC (insurance agency), which could complement your financial planning needs.
Are there any nearby wellness or healthcare facilities close to TIAA Financial Services?
Yes, nearby you can find the Markey Cancer Control Program and UKHealthCare CECentral, which are medical care providers, as well as Enhabit Home Health for home health services.
What nearby community organizations are close to TIAA Financial Services?
Some nearby community organizations include the Media Financial Management Association, Energy & Mineral Law Foundation, International Coaching Federation, Association of Racing Commissioners International, and Race Track Chaplaincy of America which provide a range of services.
How can nearby transit or landmarks help me find TIAA Financial Services?
While specific transit stations aren't listed, TIAA Financial Services is on Harrodsburg Road near various businesses and community organizations, making it easy to find by local landmarks such as Miller Mayer Sullivan & Stevens and Breeze Financial, LLC.
How can I contact TIAA Financial Services for an appointment or inquiries?
You can call their local phone number at +1 859-224-6900, toll-free at +1 866-842-2992, or schedule an appointment through their online contact page at https://www.tiaa.org/public/support/contact.