Milford, CT (PRWEB) December 23, 2015
Choosing a financial advisor is now that much easier as Five Star Professional has just recognized Eric Tashlein, CFP®, Principal and Founder of Connecticut Capital Management Group (CCMG) in Milford, Connecticut, with its Five Star Wealth Manager Award*. This Award reflects Mr. Tashlein’s commitment to integrity and customer service.
“I am committed to earning my client’s trust daily. When someone comes to me, whether planning for retirement, seeking an investment advisor or general wealth management, I take the relationship with the client seriously. I partner with them to help realize their hopes for themselves, their families, their employees,” remarks Tashlein.
The team at Connecticut Capital Management Group, under the supervision of Eric Tashlein, works with both private and corporate clients in the areas of investment & money management, tax planning, retirement income & distribution planning, family wealth planning, risk management & insurance planning and, for corporate clients, enhanced value for corporate 401(k) trustees and investors.
“This is the third time I have received this recognition,” notes Tashlein, who received the Five Star Wealth Manager Award also in 2012 and 2013. “Recipients of this Award are an elite group of top financial advisors, and I am honored to be recognized as one of them.” Traditionally fewer than two percent of the 28,400 wealth managers in the Connecticut area receive this recognition. In order to be considered, a wealth manager must have a favorable regulatory and complaint history and satisfy 10 objective eligibility and evaluation criteria. Wealth managers do not pay a fee to be considered or awarded. Award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. Self-nominations are not accepted.
The complete listing is scheduled to appear in the December issue of Connecticut Magazine.
For more information about Eric Tashlein, please visit http://www.connecticutcapital.com.
Eric Tashlein is a CERTIFIED FINANCIAL PLANNER™ professional who enjoys helping investors manage, organize, and simplify their financial affairs. He has served as President of the New Haven Council Board of the Financial Planning Association of Connecticut and is a financial columnist for the New Haven Register. Eric has written articles on various financial topics and has been quoted by the news media, including Money Magazine, Financial Advisor Magazine and USA Today.
Connecticut Capital Management Group, LLC (CCMG) is a Financial Services Firm. Their mission is to empower clients with the knowledge and resources they need to make advantageous decisions and to take consistent measures to protect and accumulate wealth. The advisors of the firm service high net worth clients and their families with investable assets of $750,000+. For corporate clients, CCMG’s advisors guide plan sponsors to create a best practices retirement plan that helps to protect them from liability and loss while promoting positive participant outcomes.
Connecticut Capital Management Group is located at 67 Cherry Street, Milford, CT 06460. http://www.connecticutcapital.com 203-877-1520
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research, Inc., Connecticut Capital Management Group, LLC, and Connecticut Benefits Group, LLC are not affiliated.
This communication is strictly intended for individuals residing in the states of CT, DE, FL, IN, MA, OH. No offers may be made or accepted from any resident outside the specific states referenced.
2015 Five Star Wealth Manager Award (Connecticut Magazine Dec. 2015 issue)
- Five Star Disclosure ~to receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peer and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to http://www.fivestarprofessional.com