TIAA Financial Services of Columbia

TIAA Financial Services of Columbia is a financial planner in Columbia, SC, serving individuals and organizations with personalized financial advice, investment planning, and retirement strategies. The firm offers a range of services including investment management, retirement planning, lifetime income solutions, brokerage accounts, IRAs, 529 education savings plans, HSAs, and trust services. Advisors at the Columbia location include Carly Burress, Clint Jones, and Jeff Taylor, who provide guidance tailored to clients’ life, career, and retirement goals. The firm operates by appointment only and is located at 1320 Main Street, Suite 300, in the heart of Columbia’s downtown area.

The firm emphasizes a retirement-first approach to investment management, helping clients grow and protect their savings while planning for long-term income needs. Services are designed to support clients in achieving financial security through tax-advantaged accounts, estate planning, and customized investment strategies. The advisors work closely with clients to build comprehensive financial plans that align with individual objectives, whether focused on retirement, education funding, or legacy planning.

TIAA Financial Services of Columbia is situated on Main Street in downtown Columbia, within a commercial office building that houses multiple business units. The location is part of a central urban corridor, positioned near key civic and professional infrastructure, though specific landmarks are not listed in the available data.

As a division of TIAA, the firm operates under the financial strength and stability of an established institution with a long-standing reputation in retirement and financial services. The firm’s focus on personalized planning and long-term financial security reflects its commitment to helping clients achieve peace of mind through structured, client-centered advice.

In Columbia, TIAA Financial Services of Columbia stands as a dedicated resource for individuals seeking expert guidance in building and preserving wealth through retirement and investment planning.

Services:

• Brokerage Accounts
• Comprehensive Advice and Solutions
• Estate Planning
• Holistic Legacy Planning
• IRAs
• Investment Management
• Lifetime Income Solutions
• Retirement Planning