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Carver Financial Services

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

  • Our Approach
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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
    • Client Communications
    • Randy’s Blog
    • Carver in the News
    • Client Access Videos
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  • Experiences
    • Our Events
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Awards & Recognition


At Carver Financial, we have received both national and regional recognition for the quality of our work.


2020


Carver Financial Services Wins Fast Track 50 Award for Lake & Geauga Counties
September 2020

Carver Financial Services Wins Fast Track 50 Award for Lake & Geauga Counties

Randy Carver Ranked Among Barron’s 2020 Top 100 Independent Wealth Advisors in the Country
September 2020

Randy Carver Ranked Among Barron’s 2020 Top 100 Independent Wealth Advisors in the Country

Randy Carver Named to Forbes' 2020 List of Top 250 Wealth Advisors in the U.S.
August 2020

Randy Carver Named to Forbes’ 2020 List of Top 250 Wealth Advisors in the U.S.

Financial Times names Randy Carver to 2020 List of Top 400 Financial Advisors
April 2020

Financial Times names Randy Carver to 2020 List of Top 400 Financial Advisors

Barron's names Randy Carver to its Top 1200 Financial Advisors List for 2020
March 2020

Barron’s names Randy Carver to its Top 1200 Financial Advisors List for 2020

Randy Carver named to Forbes 2020 Best-in-State List of Top Wealth Advisors
January 2020

Randy Carver named to Forbes 2020 Best-in-State List of Top Wealth Advisors

2019


Carver Financial Services Wins Fast Track 50 Award for Lake & Geauga Counties
September 2019

Carver Financial Services Wins Fast Track 50 Award for Lake & Geauga Counties

Case Western Reserve Names Carver Financial to its 2019 Weatherhead 100 List
September 2019

Case Western Reserve Names Carver Financial to its 2019 Weatherhead 100 List

Randy Carver Ranked Among Barron’s 2019 Top 100 Independent Wealth Advisors
September 2019

Randy Carver Ranked Among Barron’s 2019 Top 100 Independent Wealth Advisors

Randy Carver Named to Forbes' 2019 List of Top 250 Wealth Advisors in the U.S.
September 2019

Randy Carver Named to Forbes’ 2019 List of Top 250 Wealth Advisors in the U.S.

Randy Carver Named to 2019 Financial Times Top 400 Financial Advisers
April 2019

Randy Carver Named to 2019 Financial Times Top 400 Financial Advisers

Barron's Names Randy Carver To It's Top 1200 Financial Advisor List for 2019
March 2019

Barron’s Names Randy Carver To It’s Top 1200 Financial Advisor List for 2019

Randy Carver named to Forbes' 2019 Best-In-State List of Top Wealth Advisors
February 2019

Randy Carver named to Forbes’ 2019 Best-In-State List of Top Wealth Advisors

2018


Randy Carver Recognized As Top Independent Advisor by Barron's
September 2018

Randy Carver Recognized As Top Independent Advisor by Barron’s

Forbes recognizes Randy Carver as one of the Top 250 Wealth Advisors In The United States
September 2018

Forbes recognizes Randy Carver as one of the Top 250 Wealth Advisors In The United States

Case Western Reserve names Carver Financial Services, Inc. to 2018 Weatherhead 100
September 2018

Case Western Reserve names Carver Financial Services, Inc. to 2018 Weatherhead 100

12th Year in a Row, Carver Financial Services wins Fast Track 50 Award for Lake & Geauga Counties
August 2018

12th Year in a Row, Carver Financial Services wins Fast Track 50 Award for Lake & Geauga Counties

Randy Carver Named to 2018 Financial Times 400 Top Financial Advisers
March 2018

Randy Carver Named to 2018 Financial Times 400 Top Financial Advisers

Barron's again names Randy Carver to Top State By State Advisor Ranking list, Nationally and Ohio
March 2018

Barron’s again names Randy Carver to Top State By State Advisor Ranking list, Nationally and Ohio

Randy Carver named to Forbes' List of Top Wealth Advisors
February 2018

Randy Carver named to Forbes’ List of Top Wealth Advisors

2010 – 2017


Randy Carver named to Forbes list of America’s Top Wealth Advisors 2016: The Pros Millionaires and Billionaires Trust With Their Money

August 8, 2016 / Awards

Randy Carver named one of top financial advisors in United States by Barron’s Magazine

March 8, 2016 / Awards

Carver Financial Services Inc. – Fast Track 50 Winner

November 20, 2015 / Awards

Carver Financial Services named to Crains 52 list of Fastest Growing Companies

November 20, 2015 / Awards

Randy Carver named one of Top 100 Independent Advisors in US by Barron’s Magazine

August 22, 2015 / Awards

Barron’s Magazine names Randy Carver as one of the top advisors in the Nation – again

February 23, 2015 / Awards

Fast Track 50 Winner – again

October 31, 2014 / Awards

Barrons Magazine names Randy Carver one of the top financial advisors in the country- again.

March 3, 2014 / Awards

Randy Carver named one of Best Advisors in Country by Barrons

October 29, 2013 / Awards

Lake-Geauga Fast Track 50 Winner

September 30, 2013 / Awards
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Please click here for awards criteria and disclosures.


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Let’s Get Started


We’re ready to help you achieve your vision. Contact our team today.

Contact us

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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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(Please click here for award criteria & disclosures.)

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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