TIAA Financial Services

TIAA Financial Services occupies a first-floor office at 35 Celebration Drive in Rochester, NY, within the College Town mixed-use development adjacent to the University of Rochester. TIAA — originally founded in 1918 as the Teachers Insurance and Annuity Association of America — specializes in financial services for employees of academic institutions, healthcare organizations, government agencies, and nonprofits. The company manages over $1 trillion in combined assets and serves participants at more than 15,000 institutions nationwide. This Rochester office operates Monday through Friday, 9 a.m. to 5 p.m., by appointment only.

The Celebration Drive office provides a range of financial planning and advisory services, including:

• Wealth management and personalized investment advice
• Retirement planning, including IRAs and annuity options for lifetime income
• Brokerage and investment management accounts
• Health Savings Accounts (HSAs)
• Education savings plans, such as 529 programs
• Trust services

Several TIAA Wealth Management Advisors staff the Rochester location, offering one-on-one consultations to help clients plan for retirement, manage investments, and work toward long-term financial goals. All visits require a scheduled appointment.

TIAA has a century-long history of serving the academic and nonprofit sectors, dating back to its founding by Andrew Carnegie and the Carnegie Foundation for the Advancement of Teaching. The organization introduced the College Retirement Equities Fund (CREF) in 1952 as a variable annuity option, and it remains one of the largest financial services providers focused on education and nonprofit employees. The Rochester office reflects that institutional focus, given its proximity to the University of Rochester campus and medical center.

The office sits in College Town, a 350,000-square-foot mixed-use development at the intersection of Mount Hope Avenue and Celebration Drive in Rochester's Mt. Hope neighborhood. College Town connects the University of Rochester's River Campus with the adjacent Medical Center and includes restaurants, retail shops, a Barnes & Noble bookstore, and the Hilton Garden Inn. Highland Park and Mount Hope Cemetery are a short distance away. Parking is available within the College Town development, and a Blue Line shuttle stop on Celebration Drive provides a transit connection to the university campus.