In the media

06.30.19 Crain's Cleveland Business

Carver Financial invests in human capital

As the financial planning industry increasingly embraces new technology, particularly more automated services like robo-advising, count Randy Carver among the holdouts more interested in human capital than software and computer-generated algorithms, despite the scale and efficiencies those could offer. Read article

Click here for important info regarding awards mentioned in the article.


6.20.19 Cleveland Jewish News

Carver Financial 10,000-square-foot expansion underway

Carver Financial Services Inc. of Mentor began a 10,000-square-foot expansion June 12. 

In 2012, Carver Financial launched a five-phase improvement program and phases one through four have been completed. Read article.


10,000 Sq. Ft. Expansion Begins 6.12.19

MENTOR, Ohio, June 12, 2019 - The 10,000 Sq. Ft. Carver Financial Services Inc. expansion has begun at our Center Street location in the heart of Mentor. 

“This expansion is part of our
continuing commitment to provide our clients, team and community with a
comfortable state-of-the-art building,” says Randy Carver, President of Carver
Financial Services Inc., an independent practice, and Branch Manager with
Raymond James Financial Services. The expansion will double the existing
building size and is expected to be complete by the end of October.

In 2012, we began a planned five-phase improvement program for the building and behind-the-scenes infrastructure. Phases 1 through 4 are now complete.

  • Phases 1 and 2 were undertaken and completed in
    2012. This involved the complete renovation of computer systems and an update
    to the file center and basement conference center. This work also involved the
    complete demolition and remodeling of the second floor on the east side of the
    building. This upgrade allowed for an update to wiring, network and data
    technology while adding seven office spaces.
  • Phase 3 involved the renovation of the reception
    area and exterior of the east side of the building. The new exterior is an
    energy-efficient exterior insulation and finish systems (EIFS) system. This
    phase of the project also entailed adding new servers and digital
    infrastructure for the building. Both handicapped accessibility and general
    access were improved, and parking was expanded.
  • Phase 4 was the largest part of the project and
    was completed in October 2013. In this phase, the original one-story building
    was demolished and replaced with a state-of-the-art two-story facility.

“We appreciate everyone’s patience and
understanding as we complete these improvements,” commented Carver. “As with
our financial planning strategy, we want to be proactive with our facilities so
we can continue to provide exceptional service and a great experience to our
clients, and future generations, for decades to come!”

Since 1990, Carver Financial Services Inc. has been helping clients in Lake County and around the world enhance and maintain their standard of living while simplifying their lives. Randy Carver and his team manage more than $1.4 billion in assets, providing comprehensive financial planning with a focus on retirement income.


11.14.18 News Herald Lake County

Carver Financial Services recognized for success and growth.

See the full article in the News Herald by clicking here.

Opinions expressed in this article are those of the author and are not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice.

*Barron's Top 100 Independent Financial Advisors Source: Barron's “Top 100 Independent Financial Advisors,” September 2018. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to the quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.


8.18.18 Barron's asks Top Advisors to Share their Best Idea's; Randy Carver quoted

Randy Carver interviewed and quoted in this Barron's Article on the Top Advisors sharing their best ideas on How to Find Income.

Click here for the full article.

Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to the quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered with FINRA.


3.2.18 News Herald - Lake County

Randy Carver named to Forbes list of Best-in-State Wealth Advisors

See the article in the News Herald by clicking here.

 


10.16.17 Miami Herald

Randy Carver Recognized by FORBES as one of Americas Top Wealth Advisors

See the article by The Miami Herald by clicking here.


10.16.17 Cleveland 19 News

Randy Carver Recognized by FORBES as one of Americas Top Wealth Advisors

View the Cleveland 19 News coverage by clicking here.

The Forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and inperson interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of September 2017): 19,872 Advisor nominations were received, based on thresholds. 4,504 Advisors were invited to complete the online survey. 4,432 Advisors were interviewed by telephone. 923 Advisors were interviewed in-person at the Advisors' location. Final list of the top 250 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. 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 web-site or the collection or use of information regarding any web-site's users and/or members.


9.23.17 NBC News

Randy Carver, the President of Carver Financial Services, Inc., an independent practice, was once again included on the Barron's list of the "Top 100 Independent Wealth Advisors" in the country.

View the NBC News article by clicking here.

*Barron's Top 100 Independent Financial Advisors Source: Barron's “Top 100 Independent Financial Advisors,” September 2017. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.


6.29.17 Barron's names Randy Carver Top Financial Advisor

June 29, 2017 Randy Carver was again named to Barron’s Top Advisor Rankings list for Ohio. Randy placed in the top ten again this year improving his ranking by two spots as he is currently the #7 Top Ranking Advisor for the state of Ohio.

You can view the complete Barron's listing by clicking here.

Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records, client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered with FINRA.


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