Mission Statement
"To help clients maintain and improve their standard of living by providing the investment products and services that they need, the personal service that they deserve and the unbiased advice that is morally and professionally required."

Carver Financial Services, Inc. was founded by Randy Carver in 1990 to provide independent, comprehensive customized wealth management services to individuals, coprotaitons and institutions . Randy wanted to provide the personal service of a small firm with the support and resources of an international corporation. Randy believed that your financial plan should be as unique as you are and must be developed based upon your personal needs, objectives and risk tolerance. Today Carver Financial Services Inc. provides wealth management services to over 2,200 individuals, institutions and corporations’ world wide. Specializing in retirement planning the firm manages in excess of $650 million in assets for clients. The firm is also active in a number of community and charitable projects on an ongoing basis. All securities and investment advisory services are offered exclusively through Raymond James Financial Services, Inc.

The firm works with clients to review their individual needs and goals and to develop a personalized plan.  The financial advisors are independent and provide individualized, unbiased investment advice.  Raymond James Financial Services Inc. provides the advisors and clients access to the resources and support of one of the largest financial services firms in the United States.

Carver Financial Services, Inc. utilizes a team approach, giving clients access to several financial advisors and staff members.  Please refer to our staff bio page and investment products and services pages for more information.
There is no cost or obligation to discuss your needs and objectives.  All information is strictly confidential.  To make an appointment or to receive more information, please call or email.  The offices are located at 7473 Center St. in Mentor, Ohio.  The phone number is (440)974-0808 or toll free at (800)627-7279.