MENTOR, Ohio – Feb 28, 2019 – Randy Carver, RJFS Registered Principal, and the President of Carver Financial Services Inc. was once again named to Forbes’ 2019 list of “Best-In-State Wealth Advisors.” There were more than 29,000 nominations received, 120 were recognized in Ohio, with Randy Carver being ranked #5. This is the third year in a row that Randy has been included on this prestigious list of top wealth advisors.
“It’s a tremendous honor to be recognized as one of the top independent financial advisors in the State of Ohio and throughout the United States,” Carver said. “I’m honored to be included in this group of elite wealth advisors. Although grateful for the recognition received by Forbes, this really reflects on the dedication to excellence of every member of the team at Carver Financial Services Inc. I am truly grateful for the commitment and exceptional service of everyone at Carver Financial, because without the team none of this would be possible.”
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. You can reach Randy Carver and his team at 440-974-0808 or firstname.lastname@example.org. Visit us on the web at www.carverfinancialservices.com.
Carver Financial Services Inc. offers securities through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Carver Financial Services Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an 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. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Company Name: Carver Financial Services Inc.
Contact Person: Kelley Drumm
Email: Send Email
Address:7473 Center Street
State: OH 44060
Country: United States