In-Person and Telephonic Counseling

TIAA

TIAA offers personalized financial planning services to help you reach your retirement goals at no cost. TIAA consultants are available to meet one-on-one with you, on campus or at their Syracuse office. You can also receive advice online and by phone.

To schedule a one-on-one meeting with one of the University’s dedicated TIAA financial consultants [PDF], call 855.842.CUSE (2873), or go online to Syracuse University’s TIAA website. Once you’re registered on the site, you can also manage your TIAA account from there.

Carebridge

Carebridge Personal Finance Specialists are available via telephonic consultation to provide personalized financial education resources and budgeting tools. Individuals can speak with a money management specialist an unlimited number of times. Common concerns are assessing current finances, establishing savings, handling college costs, retirement and estate planning.

Call Carebridge today at 800.437.0911 to speak with a Personal Financial Specialist. Specialists are available 24 hours a day, 7 days a week, 365 days a year.

Syracuse Financial Empowerment Center

The center offers free, one-on-one financial counseling services to Syracuse city residents. The goal of the financial counseling is to help Syracuse city residents with their credit, debt, savings and banking needs.