In-Person and Telephonic Counseling


TIAA offers personalized advice and education to help you pursue your retirement goals. To schedule a meeting with one of the University’s dedicated TIAA financial consultants, or for assistance with your account, contact TIAA at 855.842.CUSE (2873)/TTY: 800.842.2755, or sign up online. We encourage you to watch this short video to help you prepare for your meeting. As part of your benefits program, this service is available at no additional cost to you.


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/TTY: 711 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.