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Carver Financial Services, Inc.
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Carver Financial Services, Inc.

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https://carverfinancialservices.com/
Last activity: 30.09.2026
Active
Categories: FinTechInformationInvestmentLifeLivingManagementPersonalPlanningServiceSmart
Since 1990, Carver Financial Services, Inc. has been helping clients around the corner and around the world enhance and maintain their standard of living while simplifying their lives. Our team works with clients to create wealth management solutions based upon their individual needs, goals and risk tolerance. We do not utilize model portfolios, packaged plans or proprietary investments. We utilize Personal Vision Planning® that offers solutions based on your personal goals and vision. Our vision is simply to make people’s lives better – our clients, our community, and our team. We seek to simplify your life while enhancing your lifestyle. As independent investment advisor representatives with nationally recognized expertise, we are well-positioned to serve you. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Carver Financial Services, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Followers
163
Website visits
9.6K /mo.
Mentions
17

Overview

Location
United States, Ohio, Mentor
Employees
11-50
Founded date
1990

Mentions in press and media 17

DateTitleDescription
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Sep 21, 2026Randy Carver Ranked #14 in the Nation on Barron’s 2026 Top 100 Independent Advisors ListRandy Carver, President and Founder of Carver Financial Services, has been ranked #14 in the nation on Barron’s 2026 Top 100 Independent Advisors list. MENTOR, OH, UNITED STATES, September 21, 2026 /EINPresswire.com/ -- Carver Financial Ser...
Jul 21, 2026Carver Financial Services and End 68 Hours of Hunger Team Up to Fight Childhood Hunger at Annual Food DriveMENTOR, OH, UNITED STATES, July 21, 2026 /EINPresswire.com/ -- Carver Financial Services, Lake County Captains and End 68 Hours of Hunger Team Up to Fight Childhood Hunger at Annual Food Drive MENTOR, Ohio (July 27, 2026) — Carver Financial...
May 12, 2026Randy Carver of Carver Financial Services Ranked #38 on Barron’s 2026 Top 100 Financial Advisors ListMENTOR, OH, UNITED STATES, May 12, 2026 /EINPresswire.com/ -- Carver Financial Services proudly announces that its President and Founder, Randy Carver, has been named #38 in the nation on Barron’s prestigious 2026 Top 100 Financial Advisors...
Apr 8, 2026Randy Carver, CRPC®, CDFA® , CEPA® named #1 on Forbes’ 2026 Best-In-State Wealth Advisors List for Ohio – Cleveland AreaMENTOR, OH, UNITED STATES, April 8, 2026 /EINPresswire.com/ -- Carver Financial Services is proud to announce that its founder and president, Randy Carver, has been named the #1 wealth advisor on Forbes 2026 Best-In-State Wealth Advisors li...
Mar 25, 2026Randy Carver Ranked #1 Financial Advisor in Ohio by Barron’s for Second Consecutive YearRandy Carver has once again been ranked the #1 Financial Advisor in Ohio on the prestigious Barron's Top 1,200 Financial Advisors list for 2026. MENTOR, OH, UNITED STATES, March 25, 2026 /EINPresswire.com/ -- Carver Financial Services proud...
Jan 7, 2026Carver Financial Services Named #2 Wealth Management Team in Ohio by Forbes for 2026Forbes Best-in-State Wealth Management Teams Carver Financial Services has been recognized by Forbes as one of the 2026 Best-In-State Wealth Management Teams, earning the #2 ranking in Ohio. Our team is deeply committed to helping clients n...
Sep 16, 2025Randy Carver Ranked #17 in the Nation on Barron’s Top 100 Independent Advisors List for 2025Randy Carver, Founder and President, Carver Financial Services Randy Carver, Founder and President, has been ranked #17 in the nation on Barron’s prestigious Top 100 Independent Financial Advisors list for 2025. MENTOR, OH, UNITED STATES, S...
Jun 18, 2025Carver Financial Services Raises Over $10,000 at 28th Annual Charity Golf OutingFunds to Benefit Mentor Rotary’s Bone Marrow Program and the New Beginning Initiative MENTOR, OH, UNITED STATES, June 18, 2025 /EINPresswire.com/ -- Carver Financial Services proudly hosted its 28th Annual Tim Groves Memorial Charity Golf O...
May 13, 2025Randy Carver Named to Barron’s 2025 Top 100 Independent Financial Advisors List, Ranking #58 in the NationBarron's Top 100 Independent Financial Advisors Randy Carver, President and CEO, has been named to the prestigious Barron’s 2025 Top 100 Independent Financial Advisors list, ranking #58 in the nation. MENTOR, OH, UNITED STATES, May 13, 2025...
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FAQ about Carver Financial Services, Inc.

When was Carver Financial Services, Inc. founded?

Carver Financial Services, Inc. was founded in 1990.

What has the press written about Carver Financial Services, Inc.?

Parsers VC has collected 17 articles mentioning Carver Financial Services, Inc., among them “Randy Carver Ranked #14 in the Nation on Barron’s 2026 Top 100 Independent Advisors List” (Sep 21, 2026) and “Carver Financial Services and End 68 Hours of Hunger Team Up to Fight Childhood Hunger at Annual Food Drive” (Jul 21, 2026).

Is Carver Financial Services, Inc. still active?

Yes, Carver Financial Services, Inc. is active; its latest activity on Parsers VC dates from Sep 30, 2026.