May 2026
I recommend James Karalis ChFC Excellent Wealth Management Advisor at TIAA. I spoke by phone, He was very professional, competent, and personable. He sent me right away the proposal profile then we talked by the Zoom meeting for more details. Super helpful.
February 2024
Great place to work, their work culture is excellent. I love the Charlotte campus.
February 2023
The staff is knowledgeable and friendly, and the returns are good when compared with market conditions.
