Business Details
About
Financial PlanningInvestment ServiceStock BrokerFinancial ConsultantBankSavings and Loan AssociationLife Insurance AgencyHome Loan ProviderMortgage RefinanceFHA Loans
Our wealth management advisors in TIAA’s State College, PA 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) 842-2173.
Location
TIAA Financial Services
328 Innovation Boulevard, State College, PA
16803, United States
Hours
Reviews
3.4
5 reviews
5 stars
3
4 stars0
3 stars0
2 stars0
1 star
2
- AAanonymousJan 17, 20251.0Was happy until the changes over the past 1.5 years. Can't get appointments, don't respond in a timely fashion, customer service won't answer. Inexperienced, lack a pertenent education in person working in at TIAA. Avoid investing here if at all possible.
- DHDiane HeilmanOct 22, 20195.0WPSU TV
- BABrian AllenOct 4, 20175.0Really happy with their financial advisory services. They are really honest and helped me find areas of really high fees that my previous advisor had signed me up for.
- APAdam PooleOct 24, 20161.0Needed plan documentation for a home closing. The processing time is 3 days plus an additional 5 days for mail time. When asked about faxing or email, I was told that they couldn't for my safty. The is nothing more sensitive about plan information than the statement that is available online. They stated that you can request the document to be uploaded. However they wouldn't commit to it actually being done. They only would only quote the mail time. I have worked for Edward Jones, Wells Fargo and Ameriprise. These were calls I could have completed on the spot.
Frequently Asked Questions About TIAA Financial Services
What services does TIAA Financial Services in State College offer?
TIAA Financial Services offers advice services, investment management, trust services, annuities, brokerage accounts, IRAs, HSAs, and 529 education savings to help clients with financial planning and investment decisions.
Where is TIAA Financial Services located in State College, PA?
TIAA Financial Services is located at 328 Innovation Boulevard, Suite 301, State College, PA 16803.
What are the business hours for TIAA Financial Services in State College?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays. Financial planning services are available by appointment only.
How can I schedule an appointment with a financial advisor at TIAA Financial Services?
You can schedule an appointment by calling (866) 842-2173 or visiting their contact page at https://www.tiaa.org/public/support/contact.
Does TIAA Financial Services provide help with retirement savings?
Yes, TIAA Financial Services assists with retirement planning, including IRAs and annuities that provide lifetime income to help maximize retirement savings.
How can I learn more about maximizing my retirement savings with TIAA?
You can learn more by visiting their featured resource at https://www.tiaa.org/public/index.html?tc_mcid=so_yext021615, which explains how to help maximize retirement savings.
Is there public transportation or nearby parking options near TIAA Financial Services?
While specific transit info is not listed, TIAA Financial Services is near Innovation Park PSU and central campus buildings. Visitors might use local transit serving these areas and nearby parking is available in the Innovation Boulevard area.
What are some nearby attractions or places to visit before or after my appointment at TIAA Financial Services?
Nearby places include the Penn Stater Hotel & Conference Center for accommodations, Legends Pub and The Gardens Restaurant for dining, and the US National Weather Service State College for a public service visit.
Are there other professional services near TIAA Financial Services in State College?
Yes, nearby professional services include Midstate Closing Company for real estate, MRC Law for legal services, and Penn State SBDC for business development and event photography.
Can clients easily combine visits to TIAA Financial Services with local education or community facilities?
Absolutely, TIAA Financial Services is near Penn State Outreach and Outreach Toastmasters, making it convenient for clients interested in education and community programs to visit in the same trip.