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Our wealth management advisors in TIAA’s Durham, NC 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 (877) 267-4505.
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- ELElwood LinneyDec 13, 20253.0I am an Duke retiree, my score is irrelevant, I don't have a bone to pick, I just have a suggestion. Can you provide individuals with a pdf one can get online from your site describing the details of the TIAA traditional annuity--one's options, fees and limitations if after being retired one wants to receive the fund in payments, what the charges and fees are for doing that and what forms one must fill out. It would be an appropriate link for your "education" section. Also, how one can make an official face to face appointment with an advisor.
- VWViolet WildeJun 28, 20241.0This company could not be any worse. They continue to claim that the test transfers are invalid, despite me providing confirmation numbers and screenshots. They clearly are not solvent and have stolen people's money.
- JWJeff WrightDec 21, 20231.0Terrible company that buries irreversible 401k investment elections in fine print that nobody reads. Really nice of them to take advantage of retired folks that way. Even when you call and ask for some humanity and explain that the retired person is not 100% with it, they don’t care. I will never do business with TIAA and advise anyone looking for financial services to do the same.
- DDdeathraydaveOct 3, 20205.0Great parking lot
- EGEdd Gulati-ParteeJan 11, 20205.0Professional financial advice is one of the most important services I've ever invested in. My relationship with TIAA has been instrumental in building wealth for my family over time.
Frequently Asked Questions About TIAA Financial Services
What services does TIAA Financial Services in Durham offer?
TIAA Financial Services offers advice services, investment services, investment management, trust services, annuities for lifetime income, brokerage accounts, IRAs for retirement savings, HSAs, and 529 education savings.
What are the business hours for TIAA Financial Services?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and is closed on weekends.
How can I schedule an appointment with a financial advisor at TIAA Financial Services?
Financial planning is by appointment only. You can schedule an appointment by calling (877) 267-4505 or via their contact site at https://www.tiaa.org/public/support/contact.
Where is TIAA Financial Services located in Durham?
TIAA Financial Services is located at 5425 Page Road, Suite 220, Durham, NC 27703, USA.
What is the contact number for TIAA Financial Services in Durham?
You can reach TIAA Financial Services by calling their local phone at +1 919-401-7504 or their toll-free number at +1 877-267-4505.
Does TIAA Financial Services have an online presence?
Yes, visit their website at https://locations.tiaa.org/nc/durham/5425-page-road and follow them on Facebook and Twitter under the handle TIAA.
Are there banking options near TIAA Financial Services?
Yes, nearby banks include Bank of America Financial Center, Bank of America ATM, Bank of America Mortgage, First National Bank, and First Citizens Bank which can assist customers with additional financial needs.
What dining options are available near TIAA Financial Services for clients?
Nearby restaurants include First Watch, Moe's Southwest Grill, Firehouse Subs, Farmside Kitchen - Durham RTP, Gusto, Chipotle Mexican Grill, Panera Bread, McDonald's, Carolina Glazed Donuts, and Burger King, offering a variety of cuisines perfect for meals before or after your appointment.
Are there convenient shops or services near TIAA Financial Services?
Yes, AT&T stores, Office Depot locations, and the United States Postal Service are nearby for communication, office supplies, and mailing needs.
How can nearby financial and mortgage services complement working with TIAA Financial Services?
Nearby services like Bank of America Mortgage and Bank of America Financial Center can assist clients with home loans or banking needs, complementing the investment and planning services offered by TIAA Financial Services.