TIAA

Established in 1998, TIAA-CREF Trust Company offers a range of financial services to individuals and institutions. Its services for individuals include asset management and consolidation and account and trust administration. Its account and trust administration services include asset accounting, tax return preparation, and income and principal payout. The company also offers individuals a range of investment services that include risk analysis, asset class selection, security selection and portfolio reporting. Additionally, it provides investment and endowment management, planned giving and other services to educational, research and nonprofit organizations. The company also offers institutions a range of custody services that include performance monitoring and endowment fund subaccounting.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy