TIAA Financial Services Sarasota
Appointment required. Please call to schedule.Personalized advice from a dedicated advisor. At no additional cost.Personalized advice from a dedicated advisor. At no additional cost.
Contact Us
PHONE
Direct Line:
(941) 554-0690(941) 554-0690
Extension:
290690290690
Toll-Free Number:
(855) 250-7250(855) 250-7250
Direct Line:
(941) 554-0690(941) 554-0690
Extension:
290690290690
Toll-Free Number:
(855) 250-7250(855) 250-7250
Direct Line:
(941) 554-0690(941) 554-0690
Extension:
290690290690
Toll-Free Number:
(855) 250-7250(855) 250-7250
Direct Line:
(941) 554-0690(941) 554-0690
Extension:
290690290690
Toll-Free Number:
(855) 250-7250(855) 250-7250
Direct Line:
(941) 554-0690(941) 554-0690
Extension:
290690290690
Toll-Free Number:
(855) 250-7250(855) 250-7250
ADDRESS
6151 Lake Osprey Drive
Suite 308
Sarasota, FL 34240
US
No walk-in appointments, please call to schedule.
HOURS
Store Hours:
Financial planning by appointment only
| Day of the Week | Hours |
|---|---|
| MON | 8:00 AM - 5:00 PM |
| TUE | 8:00 AM - 5:00 PM |
| WED | 8:00 AM - 5:00 PM |
| THU | 8:00 AM - 5:00 PM |
| FRI | 8:00 AM - 5:00 PM |
| SAT | Closed |
| SUN | Closed |
What We Offer
- Individual Advisory Services
- Retirement Plans
- IRAs
- Mutual Funds
- Managed Accounts
- Life Insurance
- Brokerage & Trading
- 529 Education Savings
- Backed by a team of specialists, a TIAA advisor will work with you to understand your goals and deliver a customized plan that accounts for the most important aspects of your financial life, including your needs, wants, and wishes.
- A TIAA advisor can provide a second opinion to help see your whole financial picture – whether your assets are at TIAA or another financial institution.
- Learn more about TIAA Individual Advisory Services.
- Backed by a team of specialists, a TIAA advisor will work with you to understand your goals and deliver a customized plan that accounts for the most important aspects of your financial life, including your needs, wants, and wishes.
- A TIAA advisor can provide a second opinion to help see your whole financial picture – whether your assets are at TIAA or another financial institution.
- Learn more about TIAA Individual Advisory Services.
About TIAA Financial Services
Our wealth management advisors in TIAA’s Sarasota, FL office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Sarasota, FL office is a smaller satellite office, so please call today to schedule an appointment (800) 842-2252.
Our advisors in TIAA’s Washington, D.C. office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (844) 567-9087.
Our advisors in TIAA’s Washington, D.C. office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (800) 398-8622.
Our advisors in TIAA’s Seattle, WA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 549-1154.
Our advisors in TIAA’s Seattle, WA office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. TIAA advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 549-1146.