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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:
- 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.
To schedule a one-on-one appointment, call 1-800-842-2252.
Not available this day? Don't worry: TIAA-CREF and CU's other investment sponsors will host several financial consultation sessions throughout the year. Just check the Employee Services events calendar to find one that's convenient for you.