Book a no-cost financial consultation with TIAA

I've met with TIAA staff multiple times, and they have always been very helpful. They explain various retirement options, explained where to find the necessary forms in our staff portal, and helped answer other questions.

Booked a virtual TIAA consultation to understand the multiple options available and set up a new plan with the help of the consultant directly in the meeting. Very time effective and helpful service.

I try to meet with TIAA annually to review my retirement account performance and make any adjustments. I have worked with multiple of the representatives assigned to CU over the years and they have all been so helpful. I would recommend this free service to anyone working at CU!

I have been meeting with Mark E for about 7 years now. He is very helpful, experienced and not pushy. He gives fair and honest advice and helped me consolidate several accounts that I had to manage. I recommend him and the services from TIAA freely, and think every person should establish a good working relationship with them if possible.

It was great to set up a free appointment with TIAA Financial Consultant Jeffrey Metcalfe to better understand what the university offers in terms of voluntary retirement saving!

Booked a virtual TIAA consultation since I'm new to CU and wanted to understand how my old and new account will work. His explanation was great, and I decided to keep the 2 accounts. Very helpful and informative.

This service was wonderful! It helped me better understand how to use the software and what I was investing in. They also outlined How different investment strategies could benefit me down the line.

I had a financial consultation with a member at TIAA. It was extremely help, especially after combining retirement accounts from my previous employer to my current retirement account at CU.

I had to consolidate all my retirement accounts into one for ease of monitoring. The rep answered all my questions and made the transition easier.

Exceptional professionals helped us develop a family financial plan. I have always had outstanding experiences with TIAA and they are a reason I remain with U of CO.

I had a free financial consultation with a TIAA agent. As a staff member who is new to CU, I was able to better understand my options for saving for retirement and to set realistic financial goals based on my level of risk and retirement goal date.

Great able to help connect my TIAA information from previous place of work and set retirement goals for me