Awards and recognition

Lake-Geauga Fast Track 50 Winner

September 25, 2013 Carver Financial was once again  recognized as one of the The Lake-Geauga Fast Track 50 winners for 2013. The Fast Track 50  recognizes the contribution of local companies to Lake and Geauga county economies. The Fast Track 50 Committee compiles a list of the fastest-growing companies in Ohio’s Lake and Geauga counties. Companies are ranked by sales and employment growth over the previous five-year period and the top 50 are recognized.  In 2011 Randy Carver was recognized by the Committee as the Entrepreneur of the year .  The company was also nominated in 2012.

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Barron's Names Randy Carver one of Top Advisors in United States again

The May 2013 issue of Barron's named Randy Carver as one of the Top 1,000 advisors in the United States and top 6 in Ohio.   The rankings are based on data provided by the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities.

Randy and his team have been recognized by Barrons’ magazine and also Registered Rep Magazine every year since 2008. Registered Rep’s America’s Top 100 Independent Broker/Dealer Advisors award based upon assets under management, and other subjective factors not disclosed by the magazine, for advisors with $150 million in assets or greater.Barrons May 2013

 


Randy Carver named to the prestigious Financial Times List of Top 400 Financial Advisors in United States

April 11, 2013 Randy Carver, the President of Carver Financial Services Inc. was named to the Financial Times list of the Top 400 Financial Advisors.  The Financial Times took a six-pronged approach to evaluate advisors. Items considered included assets under management,  asset growth,  compliance records, years of experience , relevant industry certifications and online accessibility.   These 400 advisors were selected from among more than 250,000 advisors nationwide.  The principle behind the Financial Times 400 is to focus on investors. Financial advisers were assessed from the perspective of current and prospective investors. The FT rewarded attributes that investors care about (or should care about) and not the value of those advisers or bodies. The methodology is quantifiable and objective.

Please click here for articleFinancial Times picture April 2013


Barron's names Randy Carver one of Top 1,000 Advisors in United States

The  February  18th, 2012, Barron's magazine named  Randy Carver of Carver Financial Services, Inc. in Mentor, Ohio one of America’s 1,000 top Financial Advisers  and one of the top 10 advisors in Ohio.  Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.  

Randy and his team have been recognized by Barrons' magazine and also Registered Rep Magazine every year since 2008.  Registered Rep's America's Top 100 Independent Broker/Dealer Advisors award based upon assets under management, and other subjective factors not disclosed by the magazine, for advisors with $150 million in assets or greater.

Barrons top 1000 3 2013


Crain's Cleveland 2013 Book of Lists - One of Top 4 Financial Planners By Assets Under Management

 
January 6, 2013 -  Crain's Cleveland recognized Carver Financial Services Inc. as one of the top four Financial Planners ranked by assets under management locally.


Fast Track 50

September 14, 2012 Carver Financial Services Inc. recognized as a 2012 Lake-Geauga Fast Track 50 Award Winner.


Crain's Cleveland Names Carver Financial Services Inc. One of the Top 5 Financial Planners Locally By Assets Under Management

June 3, 2012 Crain's Cleveland named Carver Financial Services Inc. one of the top 5 Financial Planners ranked by assets under managment locally.


America's Best - Barron's February 2012

February 20, 2012 - Barron's named Randy Carver one of the top 1000 advisors in the United States, and one of the top 10 in Ohio.  Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.


Entrepreneur of the Year - Fast Track 50

September 20, 2011 Carver Financial Services Inc. recognized as a 2011 Lake-Geauga Fast Track 50 Award Winner and Randy Carver named Entrepreneur of the year. 

Click Here for  more info from Fast Track organization

Click Here for story in News Herald

    


Community Leadership Awards finalist

September 13, 2011 Carver Financial named as a finalist for the Community Leadership Awards presented by the Invest In Others Foundation. In recognition the Invest in others foundation generously donated $5,000 to the Mentor Rotary Bone Marrow matching program.

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