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TIAA Financial Services, based in Frisco, TX, operates as a prominent financial institution specializing in investment and insurance products. The company provides advisory services through Advice Planning Services and is a member of both FINRA and SIPC, ensuring a comprehensive range of financial solutions for its clients. As a subsidiary of the Teachers Insurance and Annuity Association of America (TIAA) and the College Retirement Equities Fund (CREF), the organization focuses on wealth management and investment services, while also emphasizing the importance of considering investment objectives and associated risks. TIAA's offerings include securities products, annuity contracts, and life insurance, with a commitment to transparency in its financial dealings. Generated from the website

America Transfer is a transportation and logistics company based in Dallas, Texas. They specialize in facilitating the transfer of goods and materials for businesses across various industries. With a focus on efficiency and reliability, America Transfer offers a range of transportation solutions to meet the unique needs of their clients, ensuring seamless delivery processes. Generated from their business information

HistoryOur reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.SpecialtiesOur firm specializes in helping individuals and families develop sound investment strategies for all the stages in life. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.