The Financial Freedom Planner - Financial Planning Services located in Tulsa, Oklahoma

Retirement Planning
Workshops

Entrepreneur/Executive Series

401(k) Educational Workshops

Coffee w/Nicole for Clients

Other Educational Workshops

Upcoming Seminars

New for our clients!

Come get to know Nicole Lehman, her staff, and the benefits our Client Services Department offers! Coffee and Pastries will be served while she discusses and answers questions pertaining to just a few of the excellent reporting tools offered through Raymond James Financial Services, Inc., including:

Online Investor Access
The New Client Statements
What you receive in he mail from Raymond James and how to organize it

The Client Services Department works with your financial advisors to handle different account maintenance such as:

opening accounts
sending checks and wires
updating addresses
cost basis

Click here to register online.

Seminar Calendar


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This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Securities and investment advisory services offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.