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

Before Header

440.974.0808

  • Facebook
  • LinkedIn
  • Twitter
  • 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
    • Resources for Business Owners
    • 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
    • Resources for Business Owners
    • 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

Bridging the Gaps – Strengthening Your Insurance Coverage

March 3, 2025 //  by Paige Courtot

Whether you’re a business owner, an insurance professional, or simply looking to better understand your personal coverage, this session will provide valuable insights into the complexities of insurance and how to avoid costly mistakes.

Category: Video

Carver Financial Services Expands Leadership with New Partnership

February 24, 2025 //  by Paige Courtot

 

Category: Media

March 2025

February 18, 2025 //  by Paige Courtot

Category: Client Memo

9.10.25 – Understanding Social Security Benefits with Brandon Smith

February 6, 2025 //  by Paige Courtot

Upcoming Webinar: Understanding Social Security Benefits with Brandon Smith

Join us for an exclusive Social Security webinar with Brandon P. Smith, Public Affairs Specialist, Social Security Administration

Navigating Social Security can be complex, but it doesn’t have to be. Join us for a free, informative webinar with Brandon Smith, where we’ll break down the essentials of Social Security benefits and empower you with the knowledge you need to make confident decisions.

During the webinar, we will discuss:

  • The work, age and relational requirements for Social Security retirement, spousal and survivor benefits
  • The different methods of applying for benefits
  • The earnings limits for individuals receiving benefits
  • The basics of the Social Security Fairness Act
  • How to create and use a My Social Security Account
  • Explain how to apply for a replacement Social Security card

This webinar is perfect for:

  • Individuals nearing retirement
  • Spouses or survivors considering benefit options
  • Anyone interested in understanding Social Security policies and procedures
  • Professionals helping clients with retirement planning

About the Speaker: Brandon P. Smith Public Affairs Specialist, Social Security Administration B.A., Interpersonal and Public Communication, University of Akron, Akron, OH

Brandon Smith, a native of Cleveland, Ohio, joined the Social Security Administration in 2003.  Prior to this, Brandon worked as a teacher for 3 years in the Diocese of Cleveland. He started his government career as a Claims Representative in the Middleburg Heights field office, specializing in Retirement, Survivors, Disability, and Health Insurance. In 2007, Brandon became the Public Affairs Specialist in the metro Cleveland area. Brandon is the primary contact for media relations, outreach, and presentations for the agency in Cuyahoga, Lake, Lorain, and Geauga counties. In 2012, Brandon received a Regional Communicator Award from the Social Security Administration. Later that year, Brandon was among the inaugural recipients of the Black Diamond award from the Greater Cleveland Delta Foundation Life Development Center. Brandon is a member of the 2014 Kaleidoscope Magazine’s 40 under 40 Club. And in the summer of 2015, Brandon received a Deputy Commissioner Citation from Social Security’s Office of Communication for his outstanding public affairs support of the agency’s national communication initiatives.

Brandon is a member of various cultural and educational institutions in Greater Cleveland, such as the Western Reserve Historical Society and the Cleveland Museum of Art.  Brandon and his lovely wife, LaToya, are the proud parents of two beautiful children, a handsome son and a beautiful daughter, along with two cats.

When:

Wednesday, September 10, 2025 | 7:00 PM

Where:

Zoom Webinars (Registration Required) – Register Here

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

Raymond James is not affiliated with and does not endorse the opinions of Brandon Smith. 

Category: Uncategorized

Lake Humane Society Celebrates Recent Renovations

February 5, 2025 //  by Paige Courtot

 

 

Category: Media

9.6.25 Carver Cruisin’ Car Show

February 2, 2025 //  by Paige Courtot

Saturday, September 6, 2025

Get ready to rev your engines and roll into a night of classic cars, great food, and family fun at the Carver Cruisin’ Car Show, hosted at  JT’s Diner in Willoughby, Ohio!

Join fellow car enthusiasts for a spectacular morning filled with:

  • Stunning classic & custom cars
  • Prizes, giveaways, and raffles
  • Family-friendly atmosphere
  • Refreshments

Whether you’re showing off your ride or just coming to admire, everyone is welcome! Bring your friends, bring your family, and don’t forget your camera – this is one car show you won’t want to miss.

Location: JT’s Diner | 38740 Lakeshore Blvd. Willoughby, OH 44094

Time: 11:00 – 3:00 PM (Car Registration 9:00 – 11:00 AM)

Free Admission – No Entry Fee!

 

 

Category: Uncategorized

SOLD OUT! 8.29.25 Glow Golf Benefit at Little Mountain Country Club

February 1, 2025 //  by Paige Courtot

Friday, August 29, 2025

Get ready for an unforgettable summer evening filled with fun, friends, and a little friendly competition at Little Mountain Country Club! Join us for an exciting round of Glow in the Dark Golf, kicked off with dinner and drinks. Whether you’re a pro or a beginner, it’s all about having a great time as we hit glowing golf balls under the night sky. Proceeds will be donated to the New Beginning Initiative. 

OUTING FORMAT

  • (7) hole 4-person scramble
  • Dinner: 7:30 – 8:30 PM
  • Shot Gun starts at 8:45 PM
  • Wrap-Up and Desserts at 11:00 PM

COST – $90 per person or $350 per foursome

Carver Cares Partner – The New Beginning Initiative

Raymond James is not affiliated with the New Beginning Initiative or Carver Cares Charities.

Sponsorship Opportunities


 

Category: Uncategorized

Randy Carver: How Fighting Cancer as A Teen Led Me to Build a $3 Billion Wealth Management Firm

January 24, 2025 //  by Paige Courtot

Category: Media

29th Annual Resource Breakfast

January 22, 2025 //  by Paige Courtot

Our 29th Annual Resource Breakfast featured a special guest, Professor Jeremy Siegel, Senior Economist.

Category: Video

7.19.25 Empty the Kennels Adoption Event with Lake Humane Society

January 21, 2025 //  by Paige Courtot

Saturday, July 19, 2025

Join us for the “Empty the Kennels” Adoption Event in partnership with the Lake Humane Society!

Carver Financial Services is excited to partner with the Lake Humane Society for the Empty the Kennels adoption event this summer! This is your chance to meet wonderful dogs and cats that are looking for their forever homes.

Come meet the adorable and loving dogs and cats available for adoption! and Our team will be there to help match you with your perfect companion. Enjoy delicious treats from the Freaky Fruits on-site food truck! Grab a refreshing bite and hang out while you find your new furry friend.

Carver Financial Services is proud to give back to the community by helping bring more awareness to the importance of adoption. Help us give these sweet pets a second chance of having a forever home.

Please feel free to bring your family & friends!

Event Flyer

Date: Saturday, July 19th
Time: 10:00 AM – 12:00 PM
Location: Carver Financial Services Parking Lot – 7473 Center Street Mentor, OH 44060

 


 

Category: Uncategorized

  • « Go to Previous Page
  • Page 1
  • Interim pages omitted …
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Interim pages omitted …
  • Page 32
  • Go to Next Page »

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
         twitter   

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© 2026 · Carver Financial Services · Our Privacy Policy · Member FINRA/SIPC · Legal Disclosures