Our wealth management advisors in TIAA’s New York, 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) 842-2733.
worst place to have your money. Terrible telephone service inept at sending required forms make it almost impossible to meet in person. Glad I'm rolling my money out of there and will never have to deal with them again.
MS
Mr. Singlendon
Aug 1, 2025
1.0
Customer service has usually been great, but they can thank the old woman at 4:58 today for this. She answered saying: "we close in two minutes." As long as the call was initiated during business hours, which it was, she should give me a reasonable amount of time--but don't complain because you took a call with two minutes left in the day. In my 35 year career, I went home when the work was done without regards to any clock, so I can't relate. To boot, she ended the call when I told her I had been given different information than what she had given me. My family has been with them for decades; we can move everything to Fidelity F&G or Mass Mutual Ascend where we also have retirement accounts and where they are helpful and friendly--if that would make them happier. She needs to retire and not get black marks for an otherwise good company.
AB
Annanyc Bashi
Jul 24, 2025
1.0
Avoid TIAA! Find other places for your retirement. The worst including their security guards, without name tag bullies. Just saw the owner's reply, "...we can connect you with a manager who can help follow up....". Hello, owner, that is your job. I reported it and shared it here with public. Why do I need to call your customer service for? btw to bypass your AI before any human takes extra 4'30", you may get rid of that at least if, again if you want to help your valuable customers/participants a tiny fraction from your chaotic organization. I'm done with you. Call your C. S. yourself to find out everything about your company. :)
CN
Christopher Nichol
Feb 14, 2024
1.0
Absolutely appalling customer service. Agent refused to pass me on to their supervisor or manager. When asked who was the head of their department, they couldn’t tell me because “I’m not sure who the head of the department is.” Was told that a supervisor would contact me days later, that never happened. Very unprofessional, very unorganized, don’t care about their customer. Unfortunately, 1 star is the lowest rating Google allows, they shouldn’t even have that. Now my money will be lost to them, with little chance of recovery. People should have the ability to invest their money where they choose. If I’ve worked, and earned that money, I should be able to move it into a retirement fund that benefits me. Strongly advise anyone to look elsewhere, and be very careful when dealing with companies like these. Make sure you check every word of any small print when it comes to contracts, with anyone. People, and especially corporations, will take everything they can from you without a shred of decency.
TA
Tom Aageson
Jan 20, 2022
2.0
TIAA has lost its sense of quality. It was considered one of the top companies. My experience has been turnover of staff is constant. One time, before I even talked with the person, he was gone. There is serious lack of communication and follow up. I am moving my money elsewhere.
Frequently Asked Questions About TIAA Financial Services
What financial services does TIAA Financial Services offer?
TIAA Financial Services provides advice services, investment services, investment management, trust services, annuities for lifetime income, brokerage accounts, IRAs for retirement savings, HSAs, and 529 education savings.
Where is TIAA Financial Services located?
It is located at 730 Third Avenue, 6th Floor, New York, NY 10017, US.
What are the office hours for TIAA Financial Services?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends.
How can I schedule an appointment for financial planning at TIAA Financial Services?
Financial planning is available by appointment only. You can schedule by calling (800) 842-2733 or visiting https://www.tiaa.org/public/support/contact.
Can I get investment advice from TIAA's financial advisors?
Yes, TIAA's wealth management advisors help clients with smart investment decisions and achieving lifelong financial well-being.
What is the best way to contact TIAA Financial Services for general inquiries?
You can call their local phone number at +1 212-916-5800 or their toll-free number at +1 800-842-2733.
Are there any nearby financial consultants related to TIAA near 730 Third Avenue?
Yes, nearby TIAA financial consultants include Kristen Perkins, Elvia Galicia, Ricardo Chicas, Charles Segal, Barry Gladstein, Jeffrey Mellone, and Rasheed Defense.
What nearby banks and financial institutions are close to TIAA Financial Services?
Citibank and Fidelity Investments are nearby financial institutions, useful for banking and investment needs before or after your appointment.
Are there dining options near TIAA Financial Services for clients attending appointments?
Yes, nearby restaurants include Gente Ristorante Italiano, Schnitzel & Things, The Harp Raw Bar and Grill (an Irish pub), Aretsky’s Patroon (American cuisine), Muna (Indian and Asian), and Oms/b, a noodles restaurant.
Can you recommend some local amenities near TIAA Financial Services for visitors?
Visitors may find Convene for events, Davinci Meeting Rooms for additional workspace, and E. 45th hotel for accommodations conveniently close to the office.