TIAA Financial Services

1.5
4 reviews

About

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Our wealth management advisors in TIAA’s Amherst, NY 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) 734-1258.

Location

TIAA Financial Services
100 Corporate Parkway, Amherst, NY
14226, United States

Hours

Reviews

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  • EJ
    Eleni Jousma
    Jul 6, 2022
    1.0
    Poor advice by bored corporate drones. Do not bother.
  • RR
    RL
    Dec 20, 2018
    1.0
    This is my experience with TIAA and i would tell anyone to please consider what makes it neccesary for a company to go to the extent they have gone against ONE very tiny and insignificant account. I am going to keep following up on this and honestly, at this moment i don't want anyone else to go though this. Please STAY AWARE of what these companies are doing with the money you invest. I have been getting dead ends from agents who pass me from one place to another, coming up with various excuses to deny me access - based on hardship withdrawal that i can proove. This is the money that I invested and was matched by an employer towards a 403 (b) - my conditions are completely valid according to the IRS and there's no real basis for the denial which is possibly why the keep sending me around. The last person who passed me over - the job description i noticed later says ’search engine maximization’ - so i guess that’s a tier up from the folks who deleted my FB posts. Also makes sense why they can disregard another persons troubles as easily as they do. It's their job. I have been passes around by 3-4 departments between agents to whom at first they sound as if I finally got to the right department and i tell them my circumstances. They buy time a day or two and then the same response the only thing that makes this concerning is that THE excuses are not consistent. They deny basic information and try to intimidate you by stating plan numbers policy numbers etc. Today -Thursday (12/20/2018) i email the last contact from the marketting department who tells me he is just the person who passes the messages and told me that they sent out “correspondence” to me I have trusted each and every one of these liars and none of them had any intention of doing their job. They were just passing my account around. This is a company that has a non-profit client base. ABSOLUTELY DISGUSTING.

Frequently Asked Questions About TIAA Financial Services

What services does TIAA Financial Services in Amherst, NY offer?

TIAA Financial Services provides advice services, investment services, investment management, trust services, lifetime income annuities, brokerage accounts, IRAs, HSAs, and 529 education savings plans.

How can I schedule an appointment with TIAA Financial Services for financial planning?

Financial planning is available by appointment only. You can schedule an appointment by calling (800) 734-1258 or visiting their contact page at https://www.tiaa.org/public/support/contact.