Tashlein receives wealth manager award

Eric Tashlein, principal and founder of Connecticut Capital Management Group in Milford, for the third consecutive year, 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.

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,” Tashlein said. “Out of over 28,400 financial planners in the state, less than 2% 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 private and corporate clients. Their areas of service include investment and money management, tax planning, retirement income and distribution planning, family wealth planning, risk management and insurance planning and, for corporate clients, enhanced value for corporate 401(k) trustees and investors.

Tashlein is a certified financial planner 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. He has written articles on various financial topics and has been quoted by the news media, including Money Magazine, Financial Advisor Magazine and USA Today.

 

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