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TIAA Financial Services

4.1

About this business

Specialties TIAA's Charlotte, NC 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 (877) 535-3910. 

Location details

8500 Andrew Carnegie Blvd, Charlotte, NC, 28262, United States

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WeekdayScheduleStatus
Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
4.139 reviews
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Vinod's profile image
Vinod 
on Google
2 months ago

TIAA customer service and processing department have become horrible all the way to at least their Senior Customer Resolution Manager Stuart Hansen. I have been a TIAA customer for at least 25 years. They used to have excellent customer service. Last month, I tried to roll over some 401K money to a ROTH IRA. They did not process the request even after calling them every single day for 12 days, causing me about $4000 in tax losses. I wrote a letter to TIAA president complaining about it. Stuart Hansen responded with a boiler ... read more

Onie Miller's profile image
Onie Miller 
on Google
2 months ago

Honestly I would recommend Vanguard or Fidelity because trying to access your funds through TIAA is an absolute nightmare. Every Rep tells you something different and next thing you know it’s been a month. I am now closing that account and will never use them again. 

Anonymous's profile image
Anonymous 
on Google
8 months ago
Jennifer Meggison's profile image
Jennifer Meggison 
on Google
8 months ago
Luke Hartman's profile image
Luke Hartman 
on Google
10 months ago

10/10 would work again 

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Frequently asked questions about TIAA Financial Services

How is TIAA Financial Services rated?

TIAA Financial Services has a 4.1 star rating with 39 reviews. 

When is TIAA Financial Services open?

TIAA Financial Services is closed now. It will open at 8:00 a.m. 

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