January 2016

The New Year is off to a rocking start here at Carver Financial Services.  We are pushing forward into our paperless project.   Going paperless not only makes us more efficient and productive but will make all your files readily available right from our desk.  Meaning we can serve you and answer your questions even faster.sarah

On December 28th, Sara O’Neil, a Registered Sales Assistant, joined our team!  We spent a lot of time searching for someone with Sara’s credentials and experience within the industry.  We are delighted she has chosen to join us on our mission to make our client’s lives simpler.

We also want to recognize Becky Mullenax for a recent accomplishment of passing her Ohio Life Insurance exam.  Congratulations Becky, we are all very proud of you.

On January 9th, 2016 we hosted our annual Resources Breakfast.  It was wonderful to see so many of you there.  We were elated to have our highest turn out yet with well over 360 in attendance.  We looked at investment philosophy, strategy and outlook, discussed new mobile and online technology now available, updated you on our team and answered a few really great questions.  Thank you for attending and if you could not be there we encourage you to follow this link to our YouTube channel where the seminar can be viewed at your convenience.

Keep an eye out for our 2015 Annual Report which was just mailed.  The report will give you an in-depth recap of what happened inside the business and also provide you with some behind the scenes information about our staff.

We have our ‘company events’ coming up over the next several weeks.  This starts with the Eaton party on January 14th then the Avery party follows on January 21st and the Combined Companies party on February 10th.  The parties wrap up on March 3rd with Lubrizol.   These events, similar to our others, are a great way to connect with your friends and even reconnect with some of your past co-workers.  Call the office today at 440-974-0808 and let us know that you’re planning on attending.  Don’t forget the invitation is open to all current or retied employees and not limited to clients of Carver Financial Services.  Raymond James is not affiliated with Eaton, Avery, or Lubrizol

Lastly, we wanted to share a photo of a favorite Carver team member hard at work.  Meet Zeus, one of Randy’s three Rottweilers.  Zeus is a frequent visitor of the office and is always eager to greet and give the clients his full attention.zues2 zues1