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TIAA Financial Services
- Financial Services
- Palo Alto, CA
About this business
Specialties TIAA's Palo Alto, CA is staffed with a team of wealth management advisors and financial consultants who are available by appointment only. Advisors help clients plan for lifelong income, save for retirement, and make smart investment decisions. Before visiting the office, please call to schedule an appointment (866) 842-2906.
Location details
535 Cowper St Suite 200, Ste 200, Palo Alto, CA, 94301, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I am shocked by the lack of responsiveness of this office. Three years ago, I had an advisor who didn't show up for a phone appointment, nor did he respond to numerous messages. I was switched to someone else, and now the same thing is happening. I can't get a call back. My family has been working with TIAA for a couple of generations, and I always believed that TIAA cared about educators. Apparently not - at least at this office.
I've upped their review since I last wrote: Well I'm updating my review since the customer support team went out of the way to fix all the issues going on my my account. GaryS, a support representative contacted me and gave me his direct line to resolve the SSN issues, the beneficiary issues, the multiple accounts as well as my maiden name on the account. My entire interaction with Gary had been very prompt and he provided updates as soon as each fix was made. I only wished things had worked well from the beginning. ========... read more
Frequently asked questions about TIAA Financial Services
How is TIAA Financial Services rated?
TIAA Financial Services has a 3 star rating with 3 reviews.
When is TIAA Financial Services open?
TIAA Financial Services is closed now. It will open tomorrow at 8:00 a.m.
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