TIAA
Financial Advisors
· Charlottesville, VA
Published in partnership with TIAA Financial Services
Book online anytime
TIAA Financial Services in Charlottesville offers comprehensive financial advice, investment management, and retirement planning through a team of four experienced financial advisors. Specializing in building, growing, and protecting wealth, they provide personalized services including investment management, lifetime income strategies, IRAs, trust services, and education savings plans. TIAA brings institutional expertise and a retirement-first approach to help clients achieve financial security and peace of mind.
Best for: Educators and nonprofit employees, Pre-retirees and retirees, Families planning education savings, High-net-worth individuals seeking estate planning
Service area: Charlottesville, Virginia and surrounding areas
Retirement-First Investment Approach: TIAA specializes in retirement planning with a focus on balancing growth and protection, turning savings into lifetime income clients can count on.
Comprehensive Service Offerings: Beyond investments, they offer trust services, estate planning, HSAs, 529 education savings, and brokerage accounts to address all aspects of financial planning.
Experienced Local Team: Four dedicated financial advisors (Budd Riddle, Greg Switzer, Mark Sherman, and Todd Saunders) serve the Charlottesville location by appointment.
Book online: Book Online Now →
Phone: (866) 842-2044
Address: 650 Peter Jefferson Pkwy #250, Charlottesville, VA 22911 (Get directions)
Website: locations.tiaa.org/va/charlottesville/650-peter-jefferson-parkway?tc_mcid=bn_yextglocal_0618