Casey Herron - TIAA Wealth Management Advisor
Casey Herron is a TIAA Wealth Management Advisor based in Spokane, WA, providing comprehensive advisory services through Advice Planning Services, a division of TIAA CREF. The firm specializes in investment insurance and annuity products, which are not FDIC insured and may lose value, ensuring clients carefully consider their investment objectives and risks.
TIAA operates under the umbrella of multiple entities, with Teachers Insurance and Annuity Association of America and College Retirement Equities Fund being key players, each responsible for their own financial obligations. The firm emphasizes the importance of consulting with legal and tax advisors to navigate specific circumstances, reflecting its commitment to informed financial decision-making.
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