I purposely met with a TIAA exe in person to discuss my investments. I wanted to speak with someone local instead of someone in another part of the country.
A week after meeting the person I got a call from someone Ty who claims to work under the person l met telling me I can contact them for any future questions.
But the purpose of meeting the first person was to have an actual professional relationship with a person when it comes to my financial planning!!!
Is this the way big firms work? In other words, they delegate roles from firm to investor without any individual to individual communication?
I Hope my question makes sense.
Submitted June 15, 2023 at 04:09AM by IThinkYouAreNice https://ift.tt/rUKtmiM