Julie Lendman - TIAA Wealth Management Advisor

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333 Bridge St NW Ste 110
Grand Rapids, MI 49504
+1 (800) 842-4551
https://locations.tiaa.org

TIAA, headquartered in New York, NY, is a prominent financial services organization specializing in providing wealth management solutions, investment, insurance, and annuity products. The firm operates under the Teachers Insurance and Annuity Association of America and the College Retirement Equities Fund, focusing on serving individuals and institutions with tailored financial guidance.

As a member of FINRA and SIPC, TIAA ensures the safeguarding of client assets through its brokerage division, which is supported by Pershing LLC. The organization emphasizes the importance of understanding investment objectives and associated risks, advising clients to consult with legal or tax professionals to address specific circumstances.

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TIAA Financial Services

Our wealth management advisors in TIAA’s Grand Rapids, MI office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (800) 842-4551.
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