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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

Our Office is Open to Serve You

Our office is open, and we are here to serve you during the current situation. Due to the CDC recommended guidelines, we are only meeting with clients via phone or video calls. Please contact our office if you have questions, would like to schedule a meeting or if there is anything that we can do for you.

We kindly ask that you please limit visits to our office for dropping off checks and paperwork. This is for both your safety and for our team. We encourage you to mail checks or other paperwork during this time. Please also refrain from bringing in your shredding. We will be offering a shredding day once the state-wide, stay-at-home restrictions are lifted, for any shredding that may have accumulated. 

We understand some people would like to stay at home and many forms can be delivered electronically to you. Additionally, if you would like to reduce the mail that you receive, you can elect electronic delivery of documents via Client Access. Please let our team know and they can assist you. You can continue to receive paper statements while eliminating other mail if you wish to do so. 

Thank you for your understanding. We will get through this together. Please contact us if we can be of any assistance to you, your family or your friends. We are here for you!

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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. 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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