• Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to footer

Before Header

440.974.0808

  • Facebook
  • LinkedIn
  • YouTube

Carver Financial Services

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

  • 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
    • 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
  • 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
    • 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

Paige Courtot

Carver Financial Services, Inc., Weatherhead 100 Winner

September 19, 2016 //  by Paige Courtot

September 19, 2016 As true testament to the hard work and dedication of Carver Financial Services, Inc., Randy Carver and Carver Financial Services has been awarded the Weatherhead 100.

2016-W100-Logo-RGB-smallEstablished in 1988, The Weatherhead 100 awards are the premier celebration of Northeast Ohio’s spirit of entrepreneurship and the companies leading the way in Northeast Ohio. Each year, Weatherhead recognizes an elite group of companies who are the best example of leadership, growth and success in our region. Companies that make the list are recognized for their percent of revenue growth over the past five years.

Weatherhead’s mission is to develop transformational ideas and outstanding leaders for the advancement of business and society. Weatherhead 100 companies are the embodiment of this pursuit. For more than 25 years, Weatherhead has recognized the accomplishments of the region’s fastest-growing companies, and no matter the industry, companies across Northeast Ohio clammer to make the list.

Category: Awards

Carver Financial Services Named Fast Track 50 Winner 9th Year in a Row!

September 16, 2016 //  by Paige Courtot

September 14, 2016 Carver Financial Services was once again recognized as one of the The Lake-Geauga Fast Track 50 winners for 2016. The Fast Track 50 recognizes the contribution of local companies to Lake and Geauga county economies. The Fast Track 50 Committee compiles a list of the fastest-growing companies in Ohio’s Lake and Geauga counties. Companies are ranked by sales and employment growth over the previous five-year period and the top 50 are recognized. Carver Financial Services Inc. has consistently been recognized on this list for the last nine years.

Category: Awards

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

September 2, 2016 //  by Paige Courtot

August 29, 2016,  Barron’s Magazine named Randy Carver as one of  the top 100 independent financial advisors in the United States.  Randy has been recognized by Barron’s for various awards each year since 2008.   The selection is based upon a number of factors including  “assets under management, the quality of the practice  revenue produced for the firm, regulatory record, and philanthropic work”. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.  While Barron’s has recognized Randy this really reflects on the quality of the team at Carver Financial Services Inc. without all of whom this would not be possible.

Category: Awards

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 //  by Paige Courtot

August 3, 2016  Randy Carver named to Forbes list of  America’s Top Wealth Advisors 2016: The Pros Millionaires And Billionaires Trust With Their Money

download

Randy Carver was named to this prestigious list which lists the top 200 advisors in the United States from among more than 490,000 eligible individuals.  Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. “It’s an honor and privilege to be included in such an elite group.  This recognition reflects the professionalism and commitment to our clients of our entire team”- Randy Carver

Link to full story – http://www.forbes.com/top-wealth-advisors/#38a75f617051

Category: Awards

  • « Go to Previous Page
  • Page 1
  • Interim pages omitted …
  • Page 24
  • Page 25
  • Page 26

Footer

Let’s Get Started


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

Contact us

OUR APPROACH
ABOUT US
RESOURCES
EXPERIENCES

CONTACT US

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

STAY IN TOUCH
         

RECOGNIZED BY
    

         

(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.

Site Footer

Copyright© 2025 · Carver Financial Services · Our Privacy Policy · Member FINRA/SIPC · Legal Disclosures