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Client Care Center

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 email 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 Center at 513-793-1990 or by emailing sheri.lucas@raymondjames.com.

 







Kenwood Office  |  513-793-1990  |  Toll-Free: 800-541-9791  |  8041 Hosbrook Road, Suite 416  |  Cincinnati, OH 45236
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Service Advisors, Inc. Wycoff-Lucas Retirement-Income Investment Group is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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