About TIAA Financial Services
At TIAA Financial Services, we are dedicated to securing your financial future. Located in the heart of Chicago, Illinois, we provide comprehensive retirement planning, investment management, and financial advice tailored to your unique needs. Our commitment is to build lasting relationships with our clients and guide them towards achieving their long-term financial goals.
Our History
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2005 - Founding of TIAA Financial Services
TIAA Financial Services was founded in 2005 by Eleanor Vance, a seasoned financial planner with a vision to provide personalized and comprehensive financial solutions to the Chicago community. Eleanor recognized a need for a client-centric approach, prioritizing individual needs over generic financial products.
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2010 - Expansion of Services
In 2010, TIAA Financial Services expanded its service offerings to include comprehensive investment management and estate planning services. This expansion allowed us to better serve our clients' evolving needs and provide a holistic approach to financial well-being. We also onboarded our first team of financial analysts at our downtown Chicago office.
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2015 - Community Engagement
We deepened our commitment to the Chicago community by partnering with local non-profits to offer financial literacy workshops and seminars. We believe in empowering individuals with the knowledge and tools to make informed financial decisions.
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2020 - Digital Transformation
TIAA Financial Services embraced digital transformation, launching a secure online portal and expanding our virtual consultation services. This ensured we could continue to provide exceptional service to our clients, regardless of their location or circumstances, including during the challenges of the COVID-19 pandemic.
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2023 - Opening of New Office in Lincoln Park
To better serve our growing client base, we opened a new office in the vibrant Lincoln Park neighborhood of Chicago. This expansion allows us to provide more personalized service and further strengthens our ties to the local community.
Meet Our Team
Eleanor Vance
Founder & CEO
Eleanor has over 20 years of experience in the financial services industry. She holds a Certified Financial Planner (CFP) designation and is passionate about helping clients achieve their financial dreams. Eleanor is an active member of the Financial Planning Association of Illinois.
David Chen
Senior Financial Advisor
David is a Senior Financial Advisor with 15 years of experience. He specializes in retirement planning and investment management. David holds a Chartered Financial Analyst (CFA) designation and is committed to providing personalized financial advice to his clients. David volunteers as a youth mentor in the Pilsen neighborhood.
Maria Rodriguez
Financial Planner
Maria is a Financial Planner with a passion for helping individuals and families achieve financial security. She has 8 years of experience and holds a Master's degree in Financial Planning. Maria is fluent in Spanish and dedicated to serving the diverse communities of Chicago. She is involved with the Logan Square Neighborhood Association.
Kevin O'Connell
Investment Analyst
Kevin is an Investment Analyst responsible for researching and analyzing investment opportunities. He has 5 years of experience and holds a Bachelor's degree in Finance from the University of Illinois at Chicago. Kevin is dedicated to providing insightful investment recommendations.
Our Core Values
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Client-Centric Approach
We prioritize our clients' needs above all else. We listen carefully to their goals and develop customized financial plans to help them achieve success.
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Integrity and Trust
We uphold the highest ethical standards and act with integrity in all our dealings. We believe in building long-term relationships based on trust and transparency.
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Expertise and Innovation
We are committed to continuous learning and staying at the forefront of the financial services industry. We embrace innovation to provide our clients with the best possible solutions.
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Community Engagement
We are dedicated to giving back to the Chicago community through financial literacy initiatives and partnerships with local organizations.
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Personalized Service
We understand that every client is unique. We provide personalized financial advice and solutions tailored to meet individual needs and circumstances.
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Long-Term Perspective
We focus on long-term financial planning, helping our clients achieve their goals over time with a strategic and sustainable approach.
Our Commitment to Accessibility
TIAA Financial Services is committed to providing a website that is accessible to everyone, regardless of technology or ability. We continually work to improve the user experience and adhere to the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA. For more information, please see our Accessibility Statement .