One-on-One Financial Consultations: TIAA-CREF
Everyone could use some financial guidance now and then—from everyday budgeting to managing debt to retirement planning.
That's why CU provides its employees access to investment professionals.
Meet with a TIAA-CREF representative if you are a CU employee who:
- has specific questions about the upcoming retirement transition.
- already has a TIAA-CREF account and wants some one-on-one time to consult with a professional.
- is considering opening a TIAA-CREF investment account and is looking for more information about its services.
- is looking for financial guidance in general.
Is there a cost?
Because the cost of these sessions is already included in TIAA-CREF's administrative contract with CU, there's no additional charge to you for using these services.
If you would like to schedule a one-on-one appointment with a TIAA-CREF consultant on your campus, call 1-800-732-8353.
If you would like to work with a consultant over the phone, please contact TIAA-CREF’s national customer support center at 1-800-842-2252. You can also use this number to update your address, get assistance with the website, or for any general account questions.
Not available this day? Don't worry: TIAA-CREF will frequently host financial consultation sessions throughout the year. Just check the Employee Services events calendar to find one that's convenient for you.