Fee-based Wealth Management Services
The Carthage Financial Group was created in 1992 by Mr. Ralph Mitchell as a Wealth Management firm. Our philosophy has always been to focus upon the unique needs and requests of our clients. What is the difference between a "Dream" and a "Major Event"? Events get funded, become realty and most Dreams never do. Our goal is to ensure that come that magical day when our clients expect to access portions of their money, there is enough of it available to bring their dreams into a pleasant reality. We offer Fee-based programs where all costs are fully disclosed prior to engagement. Wealth Management is not a one-time decision. But rather an ongoing relationship. We are in constant communication with our clients to answer their questions and to offer professional advice in regards to Investments, Annuities, Insurance and overall Financial Literacy.
Keywords: MBE, Minority-owned, African American-owned, VBE, Veteran-owned, Mutual Funds, Annuities, Retirement, Estate Planning, Insurance,Financial Literacy, Financial Planning
Interview Q&A
How long have you been in business?
Since 1992
What is your primary product or service?
Providing high quality Wealth Management to consumers.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Frustration with seeing "vicious circles" of poverty being repeated generation after generation.
How do you differentiate yourself from other businesses in your category and area?
All Advisors affiliated with Carthage Financial Group have college degrees; some even have a Masters Degree. Whereas many of our competitors only have a High School Diploma, the gift of gab and apply high sales pressure regardless as to if the investment that the Client's money is going into is really even suitable. We are more professional, we operate on a fee-based approach and we only present what we really feel is truly in the Client's best interest since we will get paid regardlessly.
How many locations do you have and do you have plans to expand?
We only operate from the Quincy office but we will occasionally make house-calls if necessary.
What type of payments do you accept?
Personal Checks are acceptable
Which areas do you service?
All of Massachusetts
Who owns your company or runs daily operations?
Ralph Michell serves as the President as well as a Financial Advisor.
What are your hours of operation?
9AM to 6PM Monday through Friday; based on appointments only.
What is the best compliment anyone can give you?
A hearty smile when they look at their account statements, notice how their balances have grown in value and thank us for our work.