Business ProfileforCarver Financial Services
At-a-glance
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Overview
Our firm is dedicated to your Personal Vision Planning®, whatever your vision may be. Our team will help you define the goals that are important to you, implement a plan and then monitor your progress.
Carver Financial Services, Inc. helps clients around the world enhance and maintain their standard of living while simplifying their lives. The firm manages over $2.2 billion in assets for clients globally, providing comprehensive financial planning for those who are in financial transition due to divorce, retirement or the sale of a business.
Carver Financial Services Inc. offers securities through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisers, Inc. Carver Financial Services Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.
Business Details
- Location of This Business
- 7473 Center St., Mentor, OH 44060
- BBB File Opened:
- 3/21/1991
- Years in Business:
- 33
- Business Started:
- 12/27/1990
- Accredited Since:
- 1/6/1995
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of ODI - 9696; NPN - 1204928 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 5/31/2022.
These agencies may include:
Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Fax: (614) 6443743
https://www.insurance.ohio.gov/
BBB records show a license number of CRD 1586558 for this business, issued by Financial Industry Regulatory Authority (FINRA). The expiration date of this license is 12/31/2025.These agencies may include:
Financial Industry Regulatory Authority (FINRA)
1735 K Street
Washington DC 20006
- Type of Entity:
- Corporation
- Alternate Business Name
- Carver Financial Services Inc.
- Raymond James
- Hours of Operation
Primary
- M:
- 8:00 AM - 6:00 PM
- T:
- 8:00 AM - 6:00 PM
- W:
- 8:00 AM - 6:00 PM
- Th:
- 8:00 AM - 6:00 PM
- F:
- 8:00 AM - 5:00 PM
- Sa:
- 8:00 AM - 12:00 PM
- Su:
- Closed
- Business Management
- Mr. Randy Carver, Owner
- Contact Information
Principal
- Mr. Randy Carver, Owner
Customer Contact
- Mr. Randy Carver, Owner
- Additional Contact Information
Fax Numbers
- (440) 974-3371Primary Fax
Phone Numbers
- (800) 627-7279Other Phone
Email Addresses
- Primary
- (440) 974-3371
Customer Complaints
0 Customer Complaints
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