In the media

6.17.16 Financial Advisor IQ

A well-told story about Randy's relentless ability to never take 'no' for an answer. Click here to read the full story.


4.8.16 Lake County News Herald

Randy Carver was mentioned in the Lake County News Herald for his recent accomplishment of being named as one of the top financial advisors in the nation and Ohio by Barron's. -  Click here to read the full story


1.21.15 Financial Advisor IQ

January 21st, 2015 Carver Financial Services was recognized for its motivating team atmosphere.  Click here for the full story


1.18.15 Lake County News Herald

January 18, 2015 Randy Carver was recognized for his perseverance through life's many challenges. -  Click Here for Story


10.29.14 Lake Country News Herald

October 29, 2014 Carver Financial was recognized as a Fast Track 50 Winner in the News Herald - Click Here for Story


10.13.14 Wall Street Journal online

October 13, 2014 the  Daisy Maxey Wall Street Journal online did an article on Randy.   Click Here for full story (you may need to be a subscriber to read the full version)


8.29.14 Reuters Article on Markets

We are quoted twice in an article by Chuck Mikolajczak for Reuters on the markets.  Click here for story


7.9.14 US News & World Report

July 9, 2014 article by Kimberly Palmer in US News & World report about  How to Manage Your Money Emotions - In our post-recession world, it often pays to cultivate calm before making financial decisions.

Click Here for the full story


5.9.14 Shred Day to benefit Cleveland Food Bank

Cleveland Plain Dealer - May 9th, 2014

Click here for full story


9.23.13 FA-IQ Inheritances Often Come Loaded With Risks

By Chris Latham September 23, 2013

When clients first mention that they expect to receive an inheritance, they rarely have all their facts straight. In fact, their expectations can be seriously wide of the mark. So prudent advisors use that conversation as the jumping-off point for a meticulous planning process. Taxes that may be due on the windfall, potential intra-family squabbles and an urge to splurge are among the important issues advisors should tackle with clients before they see a penny of the money.

Click here for full story

 

 


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