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440.974.0808

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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
      • Retirement Resources
      • Why Insurance and Estate Planning Matter
      • The Power of Starting Young
      • Index Funds vs. Individual Stocks: Why Boring Wins
    • 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

A New Era and New Look: Three Decades Centered Around Your Vision

We continue to hear about a “new normal” –yet this really is not new. Change is constant and we must evolve to be relevant both personally and as business. Thirty years ago, I founded Carver Financial Services to help people achieve the life they envisioned—whatever that might be.

Much has changed with the world, since 1990, and our firm has continued to evolve. We have expanded our team, building and services while continuing to utilize state-of-the-art technology to better serve your needs and those of our community. Despite our continued growth, our founding purpose hasn’t changed at all. In fact, it’s only grown stronger.

While there are thousands of firms that focus on investments, financial planning and money management we focus on you and your vision with our innovative Personal Vision Planning® process.

As we move into the next “new normal,” we are excited to announce a relaunch of our firm to better meet your needs in this new era, and for generations to come.

The most visible sign is an evolved look for our logo—one that better connects with our commitment to, and partnership with you. 

Our new logo is a visual symbol of our partnership with you, and our mission to make people’s lives better in everything we do. The three lines in the icon represent your vision, our team, and our global resources. Together, these parallel lines move in an upward trajectory toward a bright, positive future. 

Other visible signs of our new and improved firm are the growth of our professional team, the completion of our building expansion and the introduction of a new website at the end of June. In addition to the more observable updates, behind the scenes we’re also enhancing our processes, technology and communications. 

We are introducing a new and improved investment management process that can allow us to respond to changing market and economic conditions more efficiently. This update to our Personal Vision Planning™ process will better help meet the individualized needs of our clients.  

As part of our commitment to be an enduring firm, we continue to expand our team with multi-generations of professionals, so that we will be here for you today and for years to come.   

We continue to make smart investments in our team’s continuing education, to ensure we have the most current knowledge and information for you.    

We believe that these updates will improve and strengthen our firm to help ensure your personalized plan remains strong today, tomorrow and into the future. In an increasingly complex, and rapidly changing world, we remain committed to the mission of helping simplify your life, while achieving your personal vision.

Our commitment to personalized service and planning, based on your vision, will never change. No matter what the future brings, we are proud to share your journey and we will be here for you. As always please contact us whenever we may be of service carverfinancialservices@raymondjames.com or carverfinancialservices.com.

As of May 2020, we manage more than $1.5 billion in assets for clients around the corner and around the globe. We look forward to serving you.

Category: BlogTag: Branding, Carver Financial, New Normal, Personal Vision Planning

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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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