TIAA Financial Services

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Kaju Pal

Had to enroll due to company matching policy. I can confirm TIAA provide some of the worst retirement options. With any equity options expense ratios are super high compare to any other company. Their money market fund is not insured at all. Final nail in the coffin is the traditional, good luck taking money out of it. It will take 10 years to rollover the money and during this 10 years withdrawn period you do not earn any interest at all.

MG Durham

By contrast, I have had a wonderful experience with TIAA. Our financial advisor is easy to get in touch with, and he knows his stuff. Having a local office makes accessing TIAA services even more convenient and efficient. The website is easy to navigate, as well. My overall rating is very positive.

Charles Johnson

Thanks to James Scully for helping plan and establish my RMD. This was done over the phone, a big help these days, while we both viewed forms via computer. He made the whole process exceptionally easy. He has excellent communication and interpersonal skills, the result being that all my questions were answered and I felt very comfortable with my decisions. My experience with TIAA over many years and several states has been very positive, but James certainly ranks as one of the best consultants I have spoken with.

Mike Colder

My experience was terrible. I have more money in taxable accounts than I do with TIAA-CREF, but the “advisor” didn't even want to know what my other investments were. I should be holding all my bonds in the tax deferred accounts, and all equities or stocks in the taxable accounts, but this clown had no clue.