2019 Carver Financial Building Expansion – Phase 2 – Framing
Our new building expansion is coming along nicely!
September 2019
Cleveland Jewish News
Carver Financial Services Wins Fast Track 50 Award for Lake & Geauga Counties
September 2019, Carver Financial was recognized as one of the Lake-Geauga Fast Track 50 winners for the 13th year in a row.
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.
The 2019 Lake-Geauga Fast Track 50 honors companies and individuals in Lake and Geauga counties who have shown growth. The Fast Track 50 Committee compiles a list of the fastest-growing companies in Ohio’s Lake and Geauga counties. Companies can nominate themselves. To be eligible for the award, companies must be located within the two-county region, be organized as a for-profit business, and must meet a minimum sales profit. Companies are ranked by sales and employment growth over the previous five-year period and the top 50 are recognized. Winners are chosen by a math formula: 80% of weight is given to sales growth and 20% of the weight is given to employee growth. To more fairly compare larger and smaller companies, the Fast Track 50 is divided into Established and Emerging categories. For 2019, Established companies must report revenue of at least $2.75 million in 2018, the baseline year for all evaluations. Emerging companies are required to have 2018 sales of between $250,000 and $2.75 million. There are 25 companies on each list. Out of 100 firms nominated, 50 received the award. This ranking is not indicative of future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Raymond James is not affiliated with The Fast Track 50 Award.
Case Western Reserve Names Carver Financial to its 2019 Weatherhead 100 List
September 2019 – Carver Financial Services, Inc. was named by Case Western Reserve University to its 2019 Weatherhead 100 list. Companies recognized on this prestigious Weatherhead 100 list are honored for their percent of revenue growth over the past five years.
The rankings are based on data from the following: 12-month period of net sales from 2014 – 2018, 2014 net sales must be at least $100,000, headquartered in Ashland, Ashtabula, Cuyahoga, Erie, Geauga, Huron, Lake, Lorain, Mahoning, Medina, Portage, Richland, Stark, Summit, Trumbull or Wayne County, not a franchise or subsidiary of another company between 2014 – 2018 and must be a for-profit organization. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. Case Western Reserve University and Weatherhead 100 is not affiliated with Raymond James.
Randy Carver Ranked Among Barron’s 2019 Top 100 Independent Wealth Advisors
September 2019 – Randy Carver was once again included on the 2019 Barron’s list of the “Top 100 Independent Wealth Advisors” in the country. Randy has been included on this prestigious list of top wealth advisors every year since 2010.
Barron’s produced the listing of top advisors after weighing factors such as client assets under management, philanthropic work, compliance record and the overall quality of their practices. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports*. There are more than 300,000 licensed financial advisors in the United States so being named one of the top 100 independent advisors is a notable recognition.
To see the full listing click here.
*Carver Financial Services Inc. is an independent firm. Raymond James is not affiliated with Barron’s. Neither Raymond James nor any of its Financial Advisors have paid a fee in exchange for this recognition. This recognition is not indicative of future investment performance, is not an endorsement, and may not be representative of individual clients’ experience.
Barron’s Top 100 Independent Financial Advisors, 2019. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each.
Randy Carver Named to Forbes’ 2019 List of Top 250 Wealth Advisors in the U.S.
September 12, 2019 – FORBES published their 2019 list of Top 250 Wealth Advisors in the United States. This is the fourth year in a row that Randy Carver, President of Carver Financial Services Inc. and registered Principal with Raymond James Financial Services Inc., was included in this prestigious list. There were more than 30,600 nominations received, seven were recognized in Ohio, with Randy Carver being ranked #104.
Randy’s Profile – https://www.forbes.com/profile/randy-carver/#7ebea526739a
The Forbes ranking of Top Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Data provided by SHOOKTM Research, LLC. Data as of 6/30/19. America’s Top Wealth Advisors (Forbes.com Sept. 2019).