Individual Advisory Services


The benefits of an Individual Advisory Services relationship

When you work with us, you have access to a suite of TIAA-CREF services designed to help build your future.


Discover the TIAA-CREF Individual Advisory Services experience

From an initial analysis of your financial situation to your annual review sessions, we’ll work to help keep your plan on track with your financial goals. That’s the key benefit of having a relationship with a dedicated advisor, supported by a team of specialists.

Meet your advisory team

Led by a TIAA-CREF financial advisor, a team of professionals specializing in retirement planning, wealth management strategies and investments will be available to you.

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Share your goals

The long-term planning process starts with a careful analysis of your financial situation, goals, time horizon and preferences.

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Stay connected

Our long-term partnership includes recommending personalized solutions in line with your lifetime goals and at key milestones in your life.

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Get the big picture

When you work with us, you’ll receive a personalized approach to planning for your specific needs and aspirations. We can offer you a plan tailored to address your complex and diverse objectives — at every stage of your life.


Research & Insight Spotlight

Develop your understanding of a host of compelling financial topics through our articles, webinars or online tools. This month’s spotlight:

Jamar Cokley speaking on giving


Make a positive difference through charitable giving

Work with an advisor to understand the many options to give now, sometime in the future or as a lasting legacy. Watch this brief video to learn more.

Man and Woman on Computer


Investing in the market’s “sweet spot”: Mid-cap stocks

No matter where you are in your investing life - just starting out, building wealth or even already retired - there's likely a place in your portfolio for mid-cap stocks.

lady with mug on tablet


Find time for financial advice

Meeting with an advisor can help you ensure that you’re saving enough for the future and, if not, understand what you need to change.

Talk with an Advisor


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Additional services and solutions

When it comes to planning for your life, you may want to consider additional options — all offered
through the TIAA-CREF organization — including:

Managed Accounts

Comprehensive portfolio management programs based on your needs and assets.


Popular tax-advantaged accounts to help you save for retirement.

Life Insurance

A valuable means to help protect your family’s financial future in the event of your loss through TIAA-CREF Life Insurance Company.

Brokerage Services

A range of convenient investment solutions for all your short- or long-term needs.

Banking Services

Convenient and competitive products and services offered through TIAA Direct®, a division of TIAA-CREF Trust Company, FSB.

Endowments and Foundations

Investment management and fiduciary services to add value to your philanthropic efforts.

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