By appointment only

TIAA FINANCIAL SERVICES

New York

Address: 730 Third Avenue, 6th Floor, New York, NY 10017 Direct Line: +12129165800 Toll-Free Number: +18008422733 Hours: Mon-Fri: 9AM - 5PM (By appointment only) Sat-Sun: Closed

Advisors at this location

Alex Newman

Wealth Management Advisor


Andrew Morales

Wealth Management Advisor


Andrew Pressman

Wealth Management Advisor


Annateresa Semeraro

Wealth Management Advisor


Benjamin Myers

Wealth Management Advisor


Brian McDonald

Wealth Management Advisor


Greg Kayel

Wealth Management Advisor


Jamie Sawicki

Wealth Management Advisor


Jeffrey Mellone

Wealth Management Advisor


Jessica Kopf

Wealth Management Advisor


Joe Goldgrab

Wealth Management Advisor


Jonathan McLean

Wealth Management Advisor


Joe Di Vico

Wealth Management Advisor


Joseph Langella

Wealth Management Advisor


Kristen Perkins

Wealth Management Advisor


Linda Marschke

Wealth Management Advisor


Luba Romanov

Wealth Management Advisor


Maya Reda

Wealth Management Advisor


Patrick Mcelhatton

Wealth Management Advisor


Paul Cowie

Wealth Management Advisor


Rasheed Defense

Wealth Management Advisor


Brian McLinden

Wealth Management Advisor


Lonnie Rodriguez

Wealth Management Advisor


Scott Stein

Wealth Management Advisor


We're here to help build, grow and protect your wealth

Advice Services

Leverage our expertise and make decisions, tailored to your life, career, and retirement goals.

Investment Services

Together, we'll explore investment options designed to help grow and protect your savings.

Investment Management

We'll put your money to work with a retirement-first approach, balancing growth and protection.

Lifetime income

Turn your savings into income you can count on for life. We'll help you achieve market-proof peace of mind.

Brokerage accounts

Stay hands-on with your strategy. We'll back you up with insights and support-helping you invest with confidence.

IRAs

Save smarter with Traditional or Roth IRAs. Enjoy tax advantages, flexible contribution options, and our expertise.

Trust services

Let's plan your legacy. Personalized estate strategies will help protect your wealth and provide for loved ones.

HSAs

Use pre-tax dollars for today's medical needs and tomorrow's care-while we help you plan ahead.

529 education savings

Save for education expenses with a tax-advantaged 529 plan. We'll help you plan ahead for tuition and other qualified costs.

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This content is for informational purposes only and is not fiduciary investment advice, a securities or investment strategy, or an insurance product recommendation, and does not consider an individual or plan sponsor’s own objectives or circumstances unless stated otherwise.
 
Annuities are issued by Teachers Insurance and Annuity Association of America (TIAA) (CA Certificate of Authority 3092) and College Retirement Equities Fund, New York NY.  TIAA also issues institutional guaranteed funding agreements.  Each is responsible for its own financial condition and contractual obligations.  Guarantees are subject to the claims-paying ability of the issuing entity.  See here for TIAA’s ratings for stability, claims-paying ability, and overall financial strength.  Guaranteed interest contracts are not investments for securities law purposes.
 
TIAA-CREF Individual & Institutional Services, LLC, is a registered broker-dealer and investment adviser, member FINRA / SIPC.  Read the TIAA-CREF Individual & Institutional Services, LLC, Statement of Financial Condition.
 
TIAA Trust, N.A. provides investment management, custody, and trust services.
 
TIAA companies and CREF do not provide legal or tax advice.  Consult your advisors to address your specific circumstances.
 
Consider investment objectives, risks, charges and expenses before investing. Call 877-518-9161 or go to www.tiaa.org/prospectuses for current product and fund prospectuses for this and other information.  Read the prospectus carefully before investing.
 
SECURITIES AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OF OR GUARANTEED BY ANY BANK OR A CONDITION TO ANY BANKING SERVICE OR ACTIVITY • SUBJECT (IN THE CASE OF SECURITIES AND VARIABLE ANNUITY PRODUCTS) TO INVESTMENT RISKS INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.

© 2026 and prior years. Teachers Insurance and Annuity Association of America & College Retirement Equities Fund.

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