Shannon Lambert - TIAA Wealth Management Advisor
TIAA is a prominent financial services organization based in New York, specializing in investment management and retirement services for individuals and institutions. With a presence across the United States, including multiple offices in North Carolina, TIAA is dedicated to helping clients achieve their financial goals through a range of products and advisory services.
As a registered investment advisor, TIAA offers various financial solutions, including annuities and investment insurance, while ensuring compliance with industry regulations. The organization emphasizes the importance of consulting legal or tax advisors for its clients, as it does not provide such advice directly.
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