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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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      • Required Minimum Distribution (RMD)
      • Paying Off Student Loans: A Balanced Approach to Debt and Living
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  • Contact Us
  • Client Login
  • 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
    • 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

Randy’s Blog

Our founder, Randy Carver, offers his thoughts on a number of financial topics and trends.

 
The Selflessness of Putting Yourself First – To Help Others
May 2020

The Selflessness of Putting Yourself First – To Help Others

“In case of a loss of cabin pressure masks will drop from the ceiling. Place the yellow cup over your ...
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Go Paperless with Your Financial Documents
April 2020

Go Paperless with Your Financial Documents

New rules require Raymond James to deliver new disclosures to existing clients by June 30, including a 100-page document with ...
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The Seat Belt Sign's Illuminated: 3 Rules for Flying & Life
April 2020

The Seat Belt Sign’s Illuminated: 3 Rules for Flying & Life

I earned my pilot’s license in 1986, and I have logged more than 2,000 flight hours. In flying, there are ...
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Our Office is Open to Serve You
April 2020

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 ...
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Pandemics & Portfolios: Fear & Facts
March 2020

Pandemics & Portfolios: Fear & Facts

We understand that market volatility, and uncertainty with the response to the Coronavirus (COVID-19) can be unsettling. We want to ...
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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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