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March 2024 by David H.
My wife and I (both TIAA clients) were treated very well by the receptionist (whose name we did not get) and the advisor (James) at the Cambridge TIAA office. We needed help with some paperwork and did not have an appointment. The receptionist helped us first by looking into possible appointments and then by checking with James that he had time to help us with a few questions. James was gracious to see us without an appointment. He was very professional and helpful, checking our paperwork and advising us on what additional steps were needed, including providing us with a Harvard phone number to get necessary information. All in all, we had a very good experience and our experience speaks well for both individuals as well as for the office as a whole.
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October 2021 by Don Jacobs
Heather martin has a way of making her clients feel at ease. Once they open the office for their clients it will be even better. I can not wait. For me 1 in 1 in person is the best.
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September 2018 by Priscilla R.
Unfortunately, I was the recipient of a very distasteful experience when interacting with an individual (Will Swenson) who is designated as a "Financial Advisor/Consultant". I will preface my experience by stating we are under wealth management by Merrill Lynch and thereby have become accustomed to the "correct" manner in which "seasoned" wealth management financial advisors are taught to interact with their clients. I called Will Swenson to merely request some information on a singular TIAA mutual fund. He called me with information that was totally incorrect. I mentioned the fact to him and his response was, "I believe it is incorrect, also. It does not sound right. Here is the telephone number so YOU CAN CALL AND ATTEMPT TO RECEIVE THE CORRECT INFORMATION." I could not believe my ears. He wanted me to do his work for him! Lazy, disrespectful, arrogant, whatever words you might like to describe his behaviour. He certainly was NOT PROFESSIONAL and by no means working in the capacity of a "FINANCIAL ADVISOR"! My suggestion is to stay away from TIAA. Years ago they had us teachers and professors wellbeing at heart...Not any longer. It is every person for themselves. As an aside, I reported this incident to his top manager, Mark Golden (sp) and was only advised that "Will has been with us for ten years and this is out of character for him." I could not believe it. Perhaps it is time for both Will and Mark to find other jobs!
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August 2015 by Glynda F.
Though it's been nine years since I was laid off and spoke to a counselor at the Mount Auburn Street office, at that time my experience with that office was excellent, very professional and compassionate, not just the counselor I spoke to, but also the person who answered the phone when I called to make an appointment and the staff I saw at the office. The counselor even told me I didn't have enough money to retire and offered me a job. When I called prior the main phone number of TIAA-CREF for information, I would speak to staff and counselors from all over the country. Some were very helpful, but others were not. That was both before I was laid off and afterwards.
