Valerie Pergolizzi - TIAA Wealth Management Advisor

TIAA is a financial services organization that provides a range of advisory services, investment products, and insurance solutions, primarily focused on serving the needs of those in the academic, research, and nonprofit sectors. With a significant presence in the United States, including 15 offices in Florida alone, TIAA offers personalized financial consulting through its division, Advice & Planning Services. The company is known for its commitment to helping clients achieve financial security through a variety of investment options, including annuities and managed accounts. TIAA operates under the auspices of Teachers Insurance and Annuity Association of America, ensuring a wide array of financial services while maintaining regulatory compliance and industry standards. Generated from the website

TIAA is a leading financial services organization headquartered in New York, specializing in retirement and investment solutions for individuals and institutions. With a network of 136 offices across the United States, TIAA provides a range of advisory services, annuities, and investment products tailored to meet the diverse financial needs of its clients. The company operates as a registered investment advisor and is recognized for its commitment to responsible investing and financial education. TIAA offers services through its various subsidiaries, ensuring that clients have access to comprehensive financial guidance while emphasizing risk management and long-term financial security. Generated from the website

Visit our office today located in Boca Raton, FL. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.