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Best CT Financial Advisors Named for 2013

Eric Tashlein, CFP®, Principal and Founder of Connecticut Capital Management Group (CCMG) in Milford, Connecticut, for the third consecutive year in a row, was named a recipient of the prestigious Five Star Wealth Manager award.  The award identifies wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.  Mr. Tashlein appeared in the December 2013 issue of Connecticut Magazine as a winner of the Award.

“It is an honor to be recognized again as a Five Star Wealth Manager,” remarks Eric Tashlein. “Out of over 28,400 financial planners in the state, less than two percent receive this distinction. We provide the highest levels of service to our clients – it is nice to know that others recognize it, as well.”

The team at Connecticut Capital Management Group works with both private and corporate clients.  Their areas of service include 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. 

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.

For more information about Eric Tashlein, please visit http://www.connecticutcapital.com.

For more information about the 2013 Five Star Wealth Manager award, please visit http://www.fivestarprofessional.com/awards/2013_connecticut_five_star_wealth_managers_announced.php

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 firm services high net worth clients and their families with investable assets of $750,000+. For corporate clients, CCMG guides 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.  www.connecticutcapital.com 203-877-1520

CAPACITY DISCLOSURE

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.

STATE DISCLOSURE

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.

2013 Five Star Wealth Manager Award (Connecticut Magazine Dec. 2013 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 www.fivestarprofessional.com 

 

Concerned January 14, 2014 at 10:31 AM
The title of this article is the best CT financial advisors, yet it lists only one financial advisor. Checking that company's web site, the author of the article is an employee of the financial advisor highlighted in this article. Why not pat yourself on the back a little more. Unbelievable.

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