Daniel York - TIAA Wealth Management Advisor
TIAA is a leading financial services organization specializing in investment and retirement solutions, with a network of 136 offices across the United States, including 15 locations in Florida. The company provides a variety of advisory services through its Advice Planning Services division and distributes securities products via TIAA-CREF Individual Institutional Services LLC, both committed to helping clients achieve their financial goals.
Founded on the principles of serving educators and nonprofit organizations, TIAA offers a range of products, including annuities and investment plans, while also ensuring clients understand their financial conditions and contractual obligations. As a registered investment advisor and member of FINRA and SIPC, TIAA emphasizes the importance of consulting legal or tax advisors for comprehensive financial guidance.
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