Jeffrey Taylor – TIAA Wealth Management Advisor

Jeffrey Taylor - TIAA Wealth Management Advisor is a financial planner in Columbia, SC. Serving clients by appointment only, this practice provides personalized financial guidance, including investment management, estate strategies, and tax planning. The firm specializes in retirement-first solutions, offering expertise in retirement planning, responsible investing, and income solutions for individuals, including educators, healthcare workers, and nonprofit employees.

The practice follows a holistic approach to wealth management, focusing on building tailored financial roadmaps centered around a client's specific life goals and values. As a fiduciary, the advisor prioritizes client interests through comprehensive legacy planning and advice that adapts as needs evolve. The services are backed by the long-standing history of TIAA, an organization that has provided financial services since 1918 and has been recognized as one of the World's Most Ethical Companies.

The office is located on Main St in Columbia.

The business maintains thorough, well-documented information available online, and its website is structured to be read cleanly by search engines.

Jeffrey Taylor - TIAA Wealth Management Advisor provides dependable, retirement-focused financial planning to help individuals in Columbia achieve lifelong financial well-being.

Services:

• Comprehensive Advice and Solutions
• Comprehensive financial planning
• Estate Planning
• Estate planning guidance
• Holistic Legacy Planning
• Investment management
• Retirement Planning
• Retirement-focused advice