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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
    • Client Communications
    • Randy’s Blog
    • Carver in the News
    • Carver Financial ROKU® Channel
    • Seminar Material
    • Client Access Videos
    • FAQs
    • Carver Merch Store
  • Experiences
    • Our Events
    • Client Getaways
  • Contact Us
  • Client Login
 
couple enjoying retirement

 

Client Getaways


Jet off to an exciting, exotic location for a once-in-a-lifetime, VIP experience with our team and fellow clients.


 

Randy Carver has been offering the opportunity for clients, their family and friends to join him on once in a lifetime VIP excursions since he began the practice back in the late 80’s. These trips have taken him and his guests to exotic and breathtaking locations such as the Amazon, Alaska, Africa, Europe and the Orient.

As the firm has grown, he’s created more opportunities to getaway for fun and relaxation. He works with some of the industry’s top travel experts, who are dedicated to the type of high-end service our clients have come to expect from Carver Financial. ​Each trip has been planned down to the most minute detail, to allow clients the opportunity to enjoy their travels and not have to worry about all the ins and outs of international travel. 

 

Carver Financial Services Disney Experience – Friday, October 20 – Tuesday October 24th

Working with a Disney Concierge, you will customize your experience while traveling with our group.  We are planning events for both those with children and adults only!  This will be a very special event – both for Disney enthusiasts and those who just want to get away this fall.  Visit https://www.carverclienttrip.com/carver-financial-disney-experience.html for more information. 

Download the full itinerary here. 

Download the flyer here. 

Carver Financial Services and Raymond James are not affiliated with Bright Wishes Travel.

 

Carver Financial Services Costa Rica – Saturday, February 17th – Thursday, February 22nd 2024

Our Carver Client Trip in 2023 will be at the very exclusive Hacienda Altagracia in Costa Rica from February 17th – 22nd, 2024 (Presidents Day week). Each person will be able to customize the trip with a post trip extension or reduction in days if they wish.

Hacienda AltaGracia is named one of the 50 Best Resorts in the World by Conde Nast Traveler and has everything from white water rafting to a world class spa – gourmet culinary experiences to jungle canopy walks! Celebrities from Reese Witherspoon to Oprah have enjoyed this amazing place! With only 50 Casitas (private houses) space is limited.

Our special package includes your own personal casita, food, non-alcoholic beverages, tax, gratuity and daily activities at the resort along with some special group excursions. Airfare and other outside experiences are not included. More information can be found here.

To book space or with specific questions you can contact our travel coordinator for this trip Jennifer Veselko at the Jennifer.Veselko@MaritzSelect.com or via phone (440) 254-4314 office or personal cell (440) 488-3537. Stacy Zgonc is working with Jennifer and can be reached at 330-416-4873 as an additional team member. Both are with Maritz Global Events.

 

 

Visit the resort website: https://aubergeresorts.com/altagracia/.

Visit our Client Trip website: https://www.carverclienttrip.com/.

 

Carver Financial Services and Raymond James are not affiliated with Hacienda Altagracia or Maritz Global Events.

Past Trips


February 2023 Israel Egypt Superyacht Trip 

 

 

 

 

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

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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. and Carver Financial Services 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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