Jeffrey Metcalfe-TIAA Financial Consultant

TIAA is dedicated to fostering lifelong financial well-being for its clients by providing a range of financial services, including retirement planning, college savings, and investment advice. The company's advisors are available to assist individuals in achieving their financial goals through personalized appointment-based consultations. With a commitment to guiding their clients toward smart investment decisions and planning for sustainable income, TIAA operates several offices across the country, ensuring expert support is accessible to all. As a registered investment advisor, TIAA offers comprehensive financial solutions while emphasizing security and informed decision-making. Generated from the website

Our wealth management advisors in TIAAs Fort Collins, CO 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 Fort Collins, CO office is a smaller satellite office, so please call today to schedule an appointment (970) 372-3700.

Excel Financial Group, LLC is a Colorado-based corporation specializing in mortgage refinancing, debt consolidation, home mortgages, and lending. Additionally, Excel Financial Group offers the following types of loans: VA, jumbo, conforming, conventional, adjustable rate mortgages, reverse mortgages, state and local housing programs, FHA loans, and fixed rate mortgages. The company has three office locations, including Fort Collins, Westminster, and Greeley, and serves clients statewide. Excel Financial Group offers low rates and fees plus a highly experienced, knowledgeable, and trustworthy team of financial experts who are equipped in finding the most feasible, strategic solutions to lending.