Jose Martinez - TIAA Wealth Management Advisor - Closed
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Jose Martinez serves as a Wealth Management Advisor at TIAA in Hackensack, NJ, providing personalized advisory services through Advice Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC. The firm specializes in investment insurance and annuity products, helping clients navigate their financial goals while ensuring they are informed about associated risks and charges.
As a member of FINRA and SIPC, TIAA protects customers' securities and cash in brokerage accounts, while annuity contracts are issued by the Teachers Insurance and Annuity Association of America. TIAA emphasizes the importance of consulting with legal or tax advisors to address specific financial circumstances effectively.
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