Daniel Samson-TIAA Financial Consultant

TIAA is a leading financial services company with a nationwide presence, offering a wide range of investment, insurance, and annuity products. With over 130 offices across the United States, TIAA provides expert advisory services through its division, Advice Planning Services, and distributes securities products through TIAA-CREF Individual Institutional Services, LLC. Annuities are issued by Teachers Insurance and Annuity Association of America (TIAA), and the company also offers banking services through TIAA Bank, a division of TIAA, FSB. As a trusted provider, TIAA caters to the diverse financial needs of individuals and institutions, ensuring their financial well-being. With a commitment to excellence, TIAA helps clients navigate the complexities of investment and retirement planning, offering solutions that are tailored to their unique circumstances. With a strong focus on customer satisfaction and financial security, TIAA is dedicated to helping individuals achieve their financial goals and build a secure future.Generated from the website

TIAA is a leading financial services organization with a network of 130 offices across the United States. They offer a wide range of investment, insurance, and annuity products, providing individuals and institutions with expert advice and solutions to meet their financial goals. TIAA is known for its commitment to customer satisfaction and financial stability. With a strong presence in various states, including New York, California, and Florida, TIAA serves clients nationwide, offering personalized financial planning and investment management services.Generated from the website

Pathstone is a partner-owned multi-family office based in Providence, RI, dedicated to serving ultra-high net worth families, single family offices, foundations, and endowments. With a comprehensive range of customized services, they empower clients to achieve their unique goals and maintain their legacies through an integrated and personal approach. Leveraging innovation and expertise, Pathstone continually evolves its offerings to meet the complex needs of its clients, boasting significant assets under advisement and a team recognized among the top financial advisors in the industry. Their commitment to delivering tailored solutions ensures that every family can navigate their unique paths with confidence and clarity. Generated from the website