Business Details
About
Financial PlanningInvestment ServiceStock BrokerFinancial ConsultantBankSavings and Loan AssociationLife Insurance AgencyHome Loan ProviderMortgage RefinanceFHA Loans
Our wealth management advisors in TIAA’s Houston, TX 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) 842-2951.
Location
Hours
Reviews
3.7
6 reviews
5 stars
4
4 stars0
3 stars0
2 stars0
1 star
2
- EBEnrique BarbieriAug 18, 20255.0l have trusted TIAA/CREF with my retirement plans since 1988. The first word that comes to mind is excellence! They have diligently worked to secure my portfolio and to give me periodic analysis to achieve piece of mind as I consider my retirement horizon in the next few years. Just this week, my advisor, Mr. Brian Stanford (Houston, TX) was simply outstanding as he provided professional advice and prompt execution of allocations from an after-tax account to help us with a home purchase. Highly recommended!
- SOShoot 4fun (Life Outdoors)Sep 23, 20201.0Do not finance with this company. They have twice now tacked on insurance for the equipment that I purchased with no prior notice even though I have sent them the insurance certificate in the past. They are a dishonest lender that I will never use again.
- JSJames SoutherlandDec 5, 20181.0TOO BAD I CANNOT GIVE ZERO STARS. I have been working on closing out an account since November 29, 2018. TIAA has given me wrong information about forms needed to send to TSA. After reading the information that TIAA put on thier forms, I found the information was in error. TIAA said "that's OK" it will not matter. TSA has given me wrong information about the process of withdrawing "MY FUNDS". TIAA always has an excuse of why I cannot get "MY FUNDS". Would not recommend TIAA.
Frequently Asked Questions About TIAA Financial Services
What services does TIAA Financial Services offer at its Houston location?
TIAA Financial Services in Houston offers advice services, investment services, investment management, trust services, annuities for lifetime income, brokerage accounts, IRAs for retirement savings, HSAs, and 529 education savings plans.
What are the office hours for TIAA Financial Services in Houston?
The office is open Monday to Friday from 8:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
How can I schedule an appointment with a financial advisor at TIAA Financial Services?
Financial planning services are by appointment only. You can schedule an appointment by calling (866) 842-2951 or visiting their contact page at https://www.tiaa.org/public/support/contact.
Where is TIAA Financial Services located in Houston?
TIAA Financial Services is located at 6400 Fannin Street, Suite 2450/24th Floor, Houston, TX 77030, USA.
What is the best way to contact TIAA Financial Services in Houston?
You can reach them locally at +1 832-681-7400 or toll-free at +1 866-842-2951.
Can you tell me about nearby healthcare facilities around TIAA Financial Services?
Nearby healthcare facilities include Texas Center for Facial Plastic Surgery, Memorial Hermann-TMC-Breast Center, UTHealth ORL, Memorial Hermann Imaging Center at Texas Medical Center, and Houston Fertility Institute. These could be convenient if you are visiting for medical appointments before or after your visit to TIAA.
Are there cafes or restaurants near TIAA Financial Services where clients can relax?
Yes, there is a Starbucks coffee shop nearby where clients can enjoy coffee and light refreshments before or after their appointments.
What medical specialties are represented near the TIAA Houston office that clients might consider?
Nearby medical specialists include orthopedic spine surgeons like Mark L. Prasarn, MD, urologists such as Slawin Kevin MD, dermatologists like Friedman Paul M MD, pediatricians like Timothy Borden, M.D., and obstetricians/gynecologists such as Angel Cho MD and Houston Fertility Institute.
Does TIAA Financial Services provide online resources related to retirement planning?
Yes, TIAA highlights a featured resource on how you can help maximize retirement savings, available at https://www.tiaa.org/public/index.html?tc_mcid=so_yext021615.
Is TIAA Financial Services involved with mortgage and loan services in Houston?
Yes, TIAA provides services such as home loans, mortgage refinance, FHA loans, and general loan services as part of its financial offerings.