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Carver Financial Services

Helping you achieve your personal vision based upon your individual needs, goals and risk tolerance..

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  • Our Approach
    • Personal Vision Planning®
    • Wealth Management Services
    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
    • Our History
    • Awards & Recognition
    • Randy’s Story
    • Philanthropy
    • About Raymond James
  • Resources
    • Our Videos
    • Randy’s Blog
    • Raymond James Resources
    • Carver University
      • Required Minimum Distribution (RMD)
      • Paying Off Student Loans: A Balanced Approach to Debt and Living
      • Retirement Resources
      • Why Insurance and Estate Planning Matter
      • The Power of Starting Young
      • Index Funds vs. Individual Stocks: Why Boring Wins
      • Why Your Financial Plan Shouldn’t Come from a Cookie Cutter: The Value of Personalized Advice
    • Client Access Videos
    • Client Communications
    • Seminar Material
    • Carver Financial ROKU® Channel
    • Carver Merch Store
    • Carver in the News
    • FAQs
  • Experiences
    • Our Events
    • Client Getaways
  • Contact Us
  • Client Login

1.10.26 – 30th Annual Resource Breakfast

Save the Date for our 30th Annual Resource Breakfast!

 

Protecting What Matters Most — Identity Theft & Data Security Essentials

At Carver Financial Services, your security is our top priority.

In an increasingly digital world, protecting your personal and financial information has never been more important. That’s why we’re inviting you to an exclusive event focused on:

  • The latest threats in identity theft and cyber fraud

  • Practical steps to secure your financial data

  • How to recognize and respond to suspicious activity

  • Tools and resources to safeguard your personal information

  • What Carver Financial Services is doing to protect you

In this session, you’ll gain critical knowledge to help you stay protected in today’s digital landscape and ensure your financial goals remain on track.

When:

Saturday, January 10, 2026

8:00 – 9:00 AM Registration & Breakfast | 9:00 – 10:00 AM Presentation

Where:

Mentor Fine Arts Center | 6477 Center St | Mentor, OH 44060

You can register for this free event here.

Let’s work together to build not just wealth — but security.

There is neither a cost nor any obligation to attend this event. You are encouraged to invite family and friends.

Category: Events

Previous Post: « The Big Beautiful Bill
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We’re ready to help you achieve your vision. Contact our team today.

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CONTACT US

OUR OFFICES
7473 Center St.
Mentor, OH 44060
Phone: 440.974.0808
Toll-Free: 800.627.7279
Email: carverfinancialservices@ raymondjames.com

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Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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