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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
    • Randy’s Blog
    • Raymond James Resources
    • Carver University
      • Required Minimum Distribution (RMD)
      • Paying Off Student Loans: A Balanced Approach to Debt and Living
      • Retirement Resources
      • Why Insurance and Estate Planning Matter
      • The Power of Starting Young
      • Index Funds vs. Individual Stocks: Why Boring Wins
      • Why Your Financial Plan Shouldn’t Come from a Cookie Cutter: The Value of Personalized Advice
    • 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
 
Carver Financial Team members

 

Our Events


Join us at one of our upcoming education events, designed to address topics of great interest.


 
10.18-19.25 - Girls Getaway at the Grand Resort

10.18-19.25 – Girls Getaway at the Grand Resort

Girls’ Getaway Night at The Grand Resort in Warren, OH I hope you're ready for a night of laughter, luxury, ...
Learn More
10.21.25 - Getting into College - What You Really Need to Know

10.21.25 – Getting into College – What You Really Need to Know

10.21.25 Live Webinar - Getting into College -  What You Really Need to Know with Shari Bush There’s a lot ...
Learn More
10.23.25- Accredited CPE Seminar for CPAs

10.23.25- Accredited CPE Seminar for CPAs

Navigating Today’s Economy, Tax Landscape & Technology – Accredited CPE Event for CPAs *This event is for CPAs only. Join ...
Learn More
11.1-2.25 - Cozy Holiday Bus Trip to Frankenmuth

11.1-2.25 – Cozy Holiday Bus Trip to Frankenmuth

Join Us for a Cozy Holiday Bus Trip to Frankenmuth, MI! Get ready to kick off the holiday season in ...
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11.19.25 - The Power of the Fork

11.19.25 – The Power of the Fork

Join us for an exclusive nutrition webinar with the Owner and Director of Corporate Wellness at Altitude Wellness, Michelle Norris, ...
Learn More
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We’re ready to help you achieve your vision. Contact our team today.

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OUR OFFICES
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. 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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