Welcome to your Client Care Center hub for service, financial education and investment commentary. From here you can access key service forms, get your money and mutual fund managers' most current views and market commentary; and obtain current values for your annuity and insurance contracts.
Be sure to access Market Views & Newsletters for weekly investment commentary on the stock and bond markets and the economy. Our three quarterly newsletters are designed for easy access once you register–they will not clutter your e-mail or postal boxes since you simply view them here.
Finally, be sure to explore the links to the various News, Information, Calculators, and Financial Resources sites that we access as professionals to help us form the opinions we use to guide you though the maze of today’s investment alternatives.
You can arrange a telephone appointment for a meaningful financial conversation to discuss any concerns or questions just by calling our 24-Hour Client Care Service at 513-793-1990 or by e-mailing james.wycoff@raymondjames.com; sheri.lucas@raymondjames.com.