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Refer a Friend

We appreciate it when you refer your friends and family to us.

You can fill out this e-form, or if these required ‘captcha’ Internet security measures are too cumbersome … just call us at 513.793.1990 day or night.

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Referral’s Information

This form is provided for your convenience. To ensure timely responses, we cannot accept instructions for trades or other time-sensitive information through this form. For your security, we recommend that you do not disclose account numbers, passwords or other sensitive information in a message. Please see our Online Privacy Statement regarding the use of e-mail.

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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