MENTOR, Ohio – November 23, 2021 – Carver Financial Services, Inc. is proud to announce that Randy Carver, CRPC®, CDFA®, President & CEO, Carver Financial Services, Inc., RJFS Registered Principal has been named to the inaugural list of Notable Wealth Managers in Northeast Ohio.
The Crain’s Cleveland Business Notable Wealth Managers recognize individuals who stand out in the field of wealth management, including contributions to their community and/or philanthropic organizations and be involved in mentoring programs and/ ordiversity and inclusion initiatives.
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. Carver Financial Services manage more than $2.3 billion in assets as of November 2021, providing comprehensive financial planning with a focus on retirement income. You can reach Randy Carver or any member of our team at 440-974-0808 or firstname.lastname@example.org.
Visit us on the web at carverfinancialservices.com.
The Crain’s 2021 Notable Wealth Managers recognize individuals who stand out in the field of wealth management. These individuals must be based within Northeast Ohio, employed full time at a financial institution or company offering wealth management services, have a minimum of three years’ experience, oversee at least $10 million in assets under management, be active in the community and/or philanthropic activities and be involved in mentoring programs and/ or diversity and inclusion initiatives. Nominations submitted are reviewed by the editors. Out of more than 200 nominations, 50 were selected. 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 Advisers pay a fee in exchange for this award/rating. Crain’s is not affiliated with Raymond James.
Company Name: Carver Financial Services, Inc.
Contact Person: Kelley Drumm
Email: Send Email
Address:7473 Center Street
State: OH 44060
Country: United States