Carver Financial Services Revenue
Financial Services • 
Mentor, Ohio, United States • 21-50 Employees
Carver Financial Services revenue & valuation
| Annual revenue | $4,740,054 |
| Revenue per employee | $226,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $15,200,000 |
| Total funding | No funding |
Key Contact at Carver Financial Services
Paige Courtot
Marketing Coordinator And Director Of Community Relations
Company overview
| Headquarters | 7473 Center St, Mentor, Ohio 44060, US |
| Phone number | +14409740808 |
| Website | |
| NAICS | 52 |
| SIC | 615 |
| Keywords | Retirement Planning, Financial Planning, Wealth Management, 401K Rollovers |
| Founded | 1990 |
| Employees | 21-50 |
| Socials |
Carver Financial Services Email Formats
Carver Financial Services uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@raymondjames.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@raymondjames.com | 100% |
About Carver Financial Services
Since 1990, Carver Financial Services has been helping clients around the corner and around the world enhance and maintain their standard of living while simplifying their lives. Our team works with clients to create wealth management solutions based upon their individual needs, goals and risk tolerance. We do not utilize model portfolios, packaged plans or proprietary investments. We utilize Personal Vision Planning® that offers solutions based on your personal goals and vision. Our vision is simply to make people’s lives better – our clients, our community, and our team. We seek to simplify your life while enhancing your lifestyle. As independent investment advisor representatives with nationally recognized expertise, we are well-positioned to serve you. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Carver Financial Services, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Carver Financial Services has 8 employees across 3 departments.
Departments
Number of employees
Funding Data
Carver Financial Services has never raised funding before.
Carver Financial Services Tech Stack
Discover the technologies and tools that power Carver Financial Services's digital infrastructure, from frameworks to analytics platforms.
Web servers
Font scripts
WordPress themes
JavaScript libraries
Tag managers
Programming languages
Miscellaneous
Analytics
Blogs
WordPress plugins
Analytics
JavaScript libraries
Switzerland
Ireland
Australia
Canada
Spain
ChileFrequently asked questions
4.8
40,000 users
