Mark Jones - TIAA Financial Consultant

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Website

2325 Pointe Pkwy Ste 100

Carmel, IN 46032

+1 (877) 267-4507

https://locations.tiaa.org

TIAA is a national financial services organization that specializes in providing retirement and investment solutions, primarily for those in the academic, research, medical, and cultural fields. With over 136 locations across the United States, TIAA aims to deliver personalized advisory services through its division, TIAA-CREF Individual Institutional Services LLC, which is a registered investment advisor.

The organization offers a range of products, including annuities and investment insurance, while ensuring compliance with federal regulations and providing resources for clients' financial planning needs. TIAA is committed to transparency and client education, as indicated by its guidelines and disclosures related to its services and financial products.

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Eric Farley - TIAA Wealth Management Advisor

TIAA Wealth Management Advisor, with offices in Carmel, IN, is part of a nationwide network of 136 TIAA locations across the United States. The firm provides a range of financial services, including advisory services through its subsidiary, TIAA-CREF Individual Institutional Services LLC, and specializes in investment products and retirement planning. As a registered investment advisor, TIAA is committed to helping clients navigate their financial futures, offering various investment, insurance, and annuity products. The company emphasizes the importance of consulting legal or tax advisors for comprehensive financial planning and offers services from a range of well-established financial professionals. Generated from the website

Charles Schwab

"The incredible quality of customer service at this office is amazing. I worked with Tayona, who is pleasant, patient, and highly knowledgeable. Ten stars!"