TIAA’s Brookfield, WI is staffed with a team of wealth management advisors and financial consultants who are available by appointment only. Advisors help clients plan for lifelong income, save for retirement, and make smart investment decisions. Before visiting the office, please call to schedule an appointment (800) 842-4588.

TIAA was proud to kick off #PrideMonth with a ribbon cutting for a new rainbow crosswalk at our Charlotte office, in support of equality and inclusion for our employees and customers.

TIAA volunteers partnered with Junior Achievement of Dallas to teach financial education to elementary kids in our local Irving, Texas community.

Thanks to everyone who contributed to our virtual food drive, we delivered 700 lbs of food to the Food Bank For New York City at Lehman College.

TIAA was proud to join Second Harvest Food Bank of Metrolina's Sort-A-Rama for the fourth year to sort over 200K lbs of food to distribute to families in need throughout our local Charlotte area community to help alleviate hunger. #SortARama #shmetrolina

Commentary: The SECURE Act Can Protect Retirement for More Americans

TIAA CEO Roger Ferguson and AARP CEO Jo Ann Jenkins shared insights with Fortune on how the recently passed SECURE Act in Congress will help modernize America’s retirement system, if signed into law. Learn what it means for you. Too few have access to a workplace retirement plan.

[05/23/19]   TIAA applauds Congressional action toward retirement security with the passage of the SECURE Act, which will help modernize America’s retirement system, if signed into law. Read our statement about the act’s implications.

TIAA celebrates Asian Pacific American Heritage at Charlotte’s Dragon Boat Festival!

Our CEO Roger Ferguson spoke at Hofstra University’s Graduate School commencement and encouraged graduates to make their mark on the world. Congratulations to the Class of 2019! #HofstraGrad2019

Bloomberg Big Decisions - Roger Ferguson

TIAA CEO Roger Ferguson discusses the retirement challenge and what TIAA is doing to address it with David Westin on Bloomberg Big Decisions. David Westin sits down with TIAA President and CEO Roger Ferguson for the latest episode of "Big Decisions". Ferguson discusses his middle class upbringing including an early introduction to interest rates and the Federal Reserve; his educational path (being one the first African Americans to get an...

TIAA volunteers partnered with Habitat Charlotte to build one of 21 new homes that will provide a permanent affordable housing option for a family in our local community.

Our CEO Roger Ferguson discusses how to solve the looming retirement crunch in Barron's.

New Jersey Audubon

NJ Audubon’s Plainsboro Preserve welcomed TIAA on Friday to complete the EarthShare Green Day Challenge. Although skies were still cloudy this energetic, get it done crew of 12 completed in 3 hours what Plainsboro staff would have taken almost 3 months to accomplish. Cooperation and teamwork were evident as six different projects were tackled such as general trail maintenance, footbridge repair, education activity station repair, old construction debris removal. THANK YOU TIAA for your community service.

TIAA volunteers in Denver partnered with Junior Achievement - Rocky Mountain, Inc. to teach students in our local community about financial education.

TIAA is proud to support the Denver Urban Gardens Spring Plant Sale, running through May 11. We will match all purchases up to $25,000. All proceeds benefits the garden’s Grow a Garden program, which provides seeds, seedlings, and know-how to in-need individuals.

TIAA is honored to be recognized as one of DiversityInc's 2019 Top 50 Companies. #DITop50

Thanks to everyone who contributed to our virtual food drive, we delivered food and supplies to the Rutgers Student Food Pantry.

Thanks to everyone who contributed to our virtual food drive, we delivered food and supplies to the RamPantry at VCU - Student Food Pantry.

United Way of Massachusetts Bay

We are grateful for our friends at TIAA.

Last week, they completed 240 Penny Smart Kids kits at four different sites- Braintree, Cambridge, Boston, and Waltham. This incredible service will benefit children, helping them increase their financial literacy.

Thank you to the amazing volunteers creating positive, lasting change in our communities.

TIAA was proud to sponsor the MeckEd Teachers of Excellence program where 30 public school teachers who have mastered instructional practices and have led their students to achieve significant growth are recognized from the Charlotte region.

In Their Own Words - Linda Duncan

We’re proud to help Linda and all of our customers enjoy a happy, productive retirement. Let us know what a happy retirement looks like to you.

TIAA is proud to sponsor Habitat Charlotte. Our TIAA Serves employees volunteered to build one of 21 new homes that will provide a permanent affordable housing option for a family in our local community.

TIAA collaborated on a unique experience for students from Charlotte’s Mallard Creek High School to visit UNC Chapel Hill. The group of 45 students who are pursuing a variety of majors enjoyed the opportunity to learn more about UNC.

We are proud to be recognized with two 2019 CIO 100 awards for excellence in information technology. #CIO100

Thanks to everyone who contributed to our virtual food drive, we delivered 946 lbs. of food to the [email protected].

TIAA Serves volunteers continued to have an impact with local students at Junior Achievement of Central Carolinas' brand new Finance Park facility in Charlotte. Finance Park helps students build a foundation upon which they can make intelligent financial decisions that last a lifetime. #NFLM

TIAA was proud to support Rutgers Newark Office of University-Community Partnerships’ and Rutgers Police Community Affairs Bureau’s, “Don’t Miss a Meal” initiative by helping to provide and deliver bags and boxes of food to elementary school students to take home over spring break.

Many people don’t realize a gap exists between their retirement savings and expenses. The Alliance for Lifetime Income created the RISE Score to help you find those gaps, and maximize your financial stability in retirement. Check your score here:

TIAA was proud to be recognized by NYC Mayor Bill de Blasio in the Mayoral Service Recognition Ceremony for our commitment to volunteer service.

Too many Americans are at risk of outliving their savings in retirement, and don’t know it. We’re proud today to support Alliance for Lifetime Income’s launch of the RISE Score tool to help educate Americans about their level of retirement preparedness. Check your score here: To generate your RISE Score™, you'll enter some basic financial information as well as a little bit about what you think your expenses will be in retirement, and the tool will calculate your score based on your answers. It only takes a few minutes and can provide you with valuable insight about wh...

Thanks to everyone who contributed to our virtual food drive, we delivered 700 lbs. of food to the Roadrunner Food Pantry.

TIAA Serves volunteers partnered with Denver Urban Gardens on Earth Day to plant a new school garden for students at Rose Stein Elementary.

Thanks to everyone who contributed to our virtual food drive, we delivered nearly 500 lbs. of food to the SLU Billiken Bounty Student Food Pantry.

In Their Own Words - Ardys Bloomer Longshaw Sharp

We’re proud to have supported Ardys for 28 years and counting.

From Monk to Money Manager » The Stacking Benjamins Podcast

TIAA Institute’s Paul Yakoboski joined Stacking Benjamins to discuss the results of the 2019 Personal Finance Index and how greater financial literacy can help Americans handle financial shocks, save for retirement and be less constrained by debt. #NFLM Doug Lynam grew up in a wealthy family but rejected looking wealthy at an early age and began hanging out with counter-culture kids while trying hard to find himself. From that lifestyle to the Marines and finally to becoming a monk, we’ll talk about Doug’s quest to find himself and ultimately t...

We’re proud to be named to Forbes' list of America’s Best Employers 2019.

We were proud to be recognized by Mile High United Way at its Community Champions Celebration with the Best Volunteer Initiative award for our work to make an impact in the Denver community.

We were proud to join UNC Charlotte Chancellor Phillip Dubois and community members to host the TIAA Lecture with best-selling author, Tayari Jones.

We are proud to have TIAA’s Melissa St. Clair join the Sundara board to help further its mission to support women’s rights and equality.

Sundara is so excited to be welcoming another new board member, Melissa St. Clair ! Melissa is the senior director for Insights and Inclusion and leads @tiaa ’s Innovation and Diversity Strategies team. A world traveler and soon to be mother of two, Melissa is a passionate advocate for women’s rights and equality, particularly for those living in the developing world whose social and political structure allow for little freedoms. Sundara’s mission to provide employment for economically disadvantaged women resonated with her because of the opportunities it allows for women to support themselves and their families, paving the way for a healthier, more fulfilled life. Welcome to the team, Melissa! We are thrilled to have you.

TIAA hosted high school students for JA University—a unique Junior Achievement of New York program where volunteers guide students in small groups through activities that focus on college exploration, budgeting and decision making. #NFLM


TIAA’s virtual food drive benefited dozens of organizations and college campuses close to our hearts. In Jacksonville, TIAA Bank volunteers sorted 648 pounds of food purchased locally for Feeding Northeast Florida.

TIAA was proud to be the lead sponsor of the Colorado Business Roundtable State of Higher Education Forum to honor CU System President Bruce Benson and announce the release of the “State of Higher Ed Report.”

Thanks to everyone who contributed to our virtual food drive, we delivered 1,100 lbs of food to the Jamil Niner Student Pantry.

United Way of Central Carolinas celebrated the good work of local volunteers in the community during the United Way Volunteer Appreciation Breakfast, presented by TIAA. More than 35 individuals and groups were recognized for their efforts that have impacted families across the Charlotte region.

During Do Good Week Charlotte, TIAA Serves volunteers were active in the community supporting over 10 local non-profit partners. Volunteers prepared and served meals to over 150 guests at Urban Ministry Center, Charlotte, one of many partners we support annually.

TIAA’s Scott Blandford shares how technology is disrupting financial services and improving digital tools to help you.

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15800 W. Bluemound Road, Suite 105
Brookfield, WI

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00
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