Jeffrey Mellone Tiaa Wealth Management Advisor

TIAA Wealth Management, founded by the Teachers Insurance and Annuity Association of America, is headquartered in New York City and operates across the United States with 136 offices. The firm specializes in providing comprehensive financial services, including investment advice and retirement solutions, tailored to meet the unique needs of its clients. As a registered investment advisor, TIAA Wealth Management emphasizes a fiduciary responsibility to its clients, ensuring the provision of unbiased financial guidance. The organization also offers a range of insurance and annuity products, although these are not backed by the FDIC, highlighting the importance of understanding the associated risks and responsibilities. Generated from the website

TIAA (Teachers Insurance and Annuity Association of America) is a leading financial services organization headquartered in New York, NY, offering a range of investment, insurance, and retirement solutions. With a network of 136 offices across the United States, TIAA specializes in serving the financial needs of those in the academic, research, medical, and cultural fields. The organization provides advisory services through its division, TIAA-CREF Individual Institutional Services LLC, which is a registered investment advisor. TIAA's offerings include annuities, investment products, and banking services, all while maintaining a commitment to customer security and compliance with financial regulations. Generated from the website

Marcum Group in New York, NY offers a comprehensive range of proactive tax planning and business advisory services to meet the diverse needs of their clients. From tax advisory and compliance to assurance and risk advisory services, Marcum Group provides expert guidance to help businesses navigate complex financial challenges. With a focus on innovation and strategic solutions, Marcum Group's team of professionals delivers tailored services in areas such as tax credits, wealth management, technology consulting, and forensic accounting. Their commitment to excellence and client satisfaction makes them a trusted partner for businesses seeking reliable financial expertise.Generated from the website