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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
 
video highlights

 

Our Videos


Our advisors share helpful ideas and insights to support your financial planning journey.


 
Media Hype and Point Swings
May 2022

Media Hype and Point Swings

...
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Preserving & Passing: An Asset Protection & Estate Planning Event
March 2022

Preserving & Passing: An Asset Protection & Estate Planning Event

Seminar Material Carver Financial Services - 2022 Estate Planning Event The Carver Financial team explores best practices for preserving, protecting ...
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Protecting Your Personal Information and Wealth
February 2022

Protecting Your Personal Information and Wealth

Seminar Material Carver Financial Services - 2022 Resource Event Cyber Security Expert retired FBI Agent Jeff Lanza discusses how you ...
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Holiday New Year's Greeting 2022
December 2021

Holiday New Year’s Greeting 2022

Happy New Year to everyone from Carver Financial Services ...
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2021 Year-in-Review
December 2021

2021 Year-in-Review

2021 continued to present some unique challenges which also provided unique opportunities. The primary vision for Carver Financial Services, Inc ...
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Kevin OLeary interview 12-21
December 2021

An Interview with Kevin O’Leary – one year later

An Interview With Kevin O’Leary From ABC's Shark Tank One Year Later – An Action Plan for 2022 Carver Financial's ...
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Why It Doesn't Matter if there is a Market Crash
December 2021

Why It Doesn’t Matter if there is a Market Crash

With the current market volatility, many are concerned about a market correction or crash. Learn why it doesn't matter and ...
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The More Things Change, the More They Stay the Same
October 2021

The More Things Change, the More They Stay the Same

We hear in the media about “unprecedented times” when it comes to the economy, pandemic, riots, etc. But, are they ...
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Transitioning to Financial Freedom
October 2021

Transitioning to Financial Freedom

Seminar Material The average length of retirement is 22 years. But many people spend more time planning their next vacation ...
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Courage
September 2021

Courage

Courage is not the absence of fear but doing what is needed despite it. We are facing tough challenges ahead, ...
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Are You Asking the Right Question?
September 2021

Are You Asking the Right Question?

We get many questions on a daily basis about what is going to happen with the markets. But that is ...
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Is there going to be a market crash?
September 2021

Is there going to be a Market Crash?

Is there going to be a market correction or crash? If so, what should you do? Listen to Randy Carver ...
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32nd Annual Client Appreciation Event
August 2021

32nd Annual Client Appreciation Event

Carver Financial held its 32nd Annual Client Appreciation Event Captain's game at Classic Park on Friday, August 13th. Nearly 1,800 ...
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Chris Warner
June 2021

Chris Warner

Chris Warner shares stories from K2, arguably the most dangerous mountain in the world. Watch Chris Warner, one of America’s ...
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Brian Wesbury
April 2021

An Interview with Chief Economist Brian Wesbury

An Interview with Brian Wesbury, Chief Economist with First Trust Carver Financial's President and Founder, Randy Carver has a frank ...
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25th Annual Resource Event
January 2021

25th Annual Resource Event

Seminar Material Learn about Carver Financial Services' perspective on the year ahead, a frank discussion about Raymond James, as well ...
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2020 Year-in-Review
January 2021

2020 Year-in-Review

2020 presented some unique challenges which also provided unique opportunities. We enacted significant updates to how we manage money, our ...
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Songwriter Experience Event
October 2020

Songwriter Experience Event

Enjoy a behind the scenes look at the music industry with some of America’s leading songwriters, featuring Jessi Alexander & ...
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An Interview with Kevin O'Leary
October 2020

An Interview with Kevin O’Leary

An Interview With Kevin O’Leary From ABC's Shark Tank – An Action Plan for Today Carver Financial's President and Founder, ...
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The Washington Update: 2020 with Jeff Bush
September 2020

The Washington Update: 2020 with Jeff Bush

An Overview of the Political Environment, Prospective Legislation, and Strategies for Investment and Retirement Planning Jeff Bush from The Washington ...
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Virtual Town Hall Meeting June 2020
June 2020

Virtual Town Hall Meeting June 2020

For our June 2020 live streaming town hall meeting, Randy is joined by advisors:  Dan McGreevy, Joe Lowe, Raj Chatterjee, ...
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Carver Financial Brand Relaunch
June 2020

Carver Financial Brand Relaunch

A new look combined with a long-held dedication to our clients ...
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Healthy, Wealthy, and Wise with NBA & CAVS' Dietitian Kylene Bogden
May 2020

Healthy, Wealthy, and Wise with NBA & CAVS’ Dietitian Kylene Bogden

Your health and well-being are our most important priority ...
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Carver Financial - Economic & Market Landscape
April 2020

Carver Financial – Economic & Market Landscape

We are hearing more about a new normal, post-Coronavirus crisis. Carver Financial is here to help you ...
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The Litany of Disaster: Pandemics, Panic and the Markets
March 2020

The Litany of Disaster: Pandemics, Panic and the Markets

Watch noted speaker Don Connelly discuss the Coronavirus ...
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2020 Carver Financial Annual Resource Breakfast
January 2020

2020 Carver Financial Annual Resource Breakfast

Learn more about what resources are available for you and your family from Carver Financial ...
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2019 Carver Financial Building Expansion - Phase 2 - Framing
October 2019

2019 Carver Financial Building Expansion – Phase 2 – Framing

Our new building expansion is coming along nicely! ...
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Watch More Videos on our Youtube Channel

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Let’s Get Started


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

Contact us

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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. 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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