Make an Appointment with a Fidelity Investments or TIAA Representative

Schedule a one hour personalized appointment to discuss your plan benefits in depth. A Fidelity and/or TIAA-CREF representative can work with you to review your account, answer your questions and help you ensure you have a plan to stay on track for your goals.

Fidelity Investments

To schedule an appointment call 1-800-642-7131 Monday through Friday 7:30am to 11:00pm or visit https://nb.fidelity.com/public/nb/nu/contactus/schedule-a-meeting.

Appointments available onsite with Sasha Owens, CFP® at Fidelity. Her office is located at 808 Church Street, Evanston, IL 60201. Appointments available Monday through Friday from 8:30am to 4pm.  Sasha’s phone number is 847-853-0583 extension 25655.

TIAA

To schedule an appointment call 1-800-732-8353 Monday through Friday 8:00am to 6:00pm or visit https://publictools.tiaa-cref.org/public/publictools/events/meetingAndSeminar?employerId=1-5OBP-22