Our mission is to empower clients with the knowledge and resources they need to protect and accumulate wealth.
Our firm services high net worth clients and their families with investable assets of $750,000+. For our corporate clients, we guide plan sponsors to create a best practices retirement plan that helps to protect them from liability and loss while promoting positive participant outcomes.
STRATEGIC ALLIANCES & PARTNERSHIPS
Connecticut Capital Management Group strives to work collaboratively with our clients? various advisors. In doing so, we have developed a network of highly skilled professionals who share our high standards for client services and dedication to excellence. Together, with this extended team, we are able to respond to the specific needs of our clients throughout their personal and professional lives. These professionals include:
Elder Care Attorneys
Estate Planning Attorneys
Certified Public Accountants
Employee Relations Services
Payroll Service Companies
Property and Casualty Insurance Agents
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.
|Name of Broker/Dealer:||Cambridge Investment Research, Inc|
|States Licensed in:||CT FL CA DE IN MA OH|
|Number of Years with Current Firm:||3|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Disability , Health , Life , Long Term Care , Variable Life , Variable Annuity|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a Fee-Based financial professional|
|Compensation Methods:||Commissions , Based on Assets , Flat Fee|
|BSBA Finance - Finance- Cum Laude Honor Student||
September 1984- May 1988
Eric Tashlein, CFP®, is principal of Connecticut Capital Management Group. He is a CERTIFIED FINANCIAL PLANNER? professional and enjoys helping investors manage, organize and simplify their financial affairs. Eric is an active member of the financial planning community and served as President of the New Haven Board of the Financial Planning Association of CT. Eric frequently speaks about investment and retirement strategies to retirees and pension/401k plan participants who are nearing retirement at local corporations and meeting facilities throughout the area. In addition, he is a financial columnist in the New Haven Register. Eric has written articles on various financial topics and quoted by the news media, including Money Magazine and USA Today. Eric and his family are lifelong area residents and he is active in many different charities and organizations, including Milford Rotary, New Haven Manufacturers Association, and the Milford Hospital Foundation Board. He was recently named a 2013 Five Star Wealth Manager* as stated in the December 2013 issue of Connecticut Magazine. 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 peers 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 the Five Star Professional website.
|New Canaan||New Haven|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|