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Carver Financial Services

Creating wealth management solutions based upon individual needs, goals and risk tolerance.

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  • Our Approach
    • Personal Vision Planning®
    • Wealth Management Services
    • Team Advantage
    • Our Partnership with You
  • About Us
    • Meet the Team
    • Our History
    • Awards & Recognition
    • Randy’s Story
    • Carver Cares
    • About Raymond James
  • Resources
    • Our Videos
    • Client Communications
    • Randy’s Blog
    • Carver in the News
    • Client Access Videos
    • FAQ
    • COVID-19 Resources
  • Experiences
    • Our Events
    • Client Getaways
  • Contact Us
  • Client Login

Tax & Investment

It’s not what you make that matters; it's what you keep
August 2019

It’s not what you make that matters; it’s what you keep

The highest return isn’t always the one that puts the most in your pocket. Why? Because it’s not what you ...
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It’s Not as Bad as We Are Told
November 2018

It’s Not as Bad as We Are Told

The news is full of gloom and doom. Some people have vowed not to read or watch news reports because ...
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Where Are We, and Where Are We Going?  A Mid Year Update on Markets & The Economy
June 2018

Where Are We, and Where Are We Going? A Mid Year Update on Markets & The Economy

As the volume and pace of news continue to increase, it’s easy to get distracted from the opportunities and also ...
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Increasing Government Revenues, Shifting The Tax Burden and helping Lower Income Americans- a proven but counter intuitive approach
April 2015

Increasing Government Revenues, Shifting The Tax Burden and helping Lower Income Americans- a proven but counter intuitive approach

The debate about changing the tax code comes up every election cycle.  The reality is that the way to increase ...
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Benchmark YOU
April 2015

Benchmark YOU

There is a natural tendency to want to compare our own portfolio to the Dow Jones Average or S&P 500 ...
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7473 Center St.
Mentor, OH 44060
Phone: 440.974.0808
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Email: carverfinancialservices@ raymondjames.com

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Securities offered through Raymond James Financial Services, Inc. member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Carver Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

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.

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 website or the collection or use of information regarding any website’s users and/or members.

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