TIAA Financial Services

3.4
5 reviews

About

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Our wealth management advisors in TIAA’s Ithaca, 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 (866) 842-3517.

Location

TIAA Financial Services
131 E Green, Ithaca, NY
14850, United States

Hours

Reviews

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  • FD
    Fitzwilliam Darcy
    Nov 15, 2024
    1.0
    The worst financial institution I have ever dealt with-- ever! The robotic phone menu is maddening and lacks sufficient options. When you do get a human on the phone (after a half-hour wait), they are ill-informed and incompetent. They keep claiming I have a savings account when I don't. They are incapable of following simple instructions regarding an RMD. I wanted direct deposit but couldn't set-up online and after nearly an hour speaking to two representatives, I decided to stick with a check mailed to my home. Yet, a few days later, TIAA used the account and routing # given initially for my checking account and without my knowledge or consent, indeed despite my express request to a representative not to do so, they withdrew small sums from my checking account to God knows where-- and then I received a form letter saying that they could not "complete" my request for an RMD-- Now, as I type this, I am on hold yet again (3rd call in 2 weeks) waiting over 1/2 for another rep to clarify what is going on. As I said, worst financial institution ever. I will try and get my money out totally asap! This was a simple request for a RMD and they are totally unable to process this. Go elsewhere if you can.

Frequently Asked Questions About TIAA Financial Services

What services does TIAA Financial Services in Ithaca offer?

They provide advice services, investment management, trust services, lifetime income annuities, brokerage accounts, IRAs for retirement savings, HSAs, and 529 education savings.

How can I schedule an appointment with a financial advisor at TIAA in Ithaca?

You can schedule an appointment by calling (866) 842-3517 or visiting their contact page at https://www.tiaa.org/public/support/contact.