Connecticut Capital Management Group LLC

Eric Tashlein, CFP®
Brian Parke CFP®
2 Schooner Lane Unit 1-12
Milford, CT 06460
Office: 203-877-1520
Fax: 203-877-2729
info@connecticutcapital.com
www.connecticutcapital.com



Eric Tashlein, CFP®
 

Eric Tashlein, CFP®, is the managing member and 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 Council Board of the Financial Planning Association of Connecticut. Eric frequently speaks about investment, retirement and tax reduction 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 contributing author of a financial planning book titled “Giving” and is a financial columnist in 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. In addition, you may have seen his guest appearance on News Channel 12's On the Money show hosted by Becky Surran, discussing “How to Find a Financial Planner”. Eric and his family are lifelong area residents. Eric 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 2015 Five Star Wealth Manager* as will be stated in the December 2015 issue of Connecticut Magazine.  Eric has won this award four times.

*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


Brian Parke, CFP®

Brian Parke, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional, Registered Representative, Investment Advisor Representative, and a licensed insurance agent.  Brian is a graduate of Quinnipiac University with a Bachelor of Science in Economics.  He joined Connecticut Capital Management Group in 2007 and has written financial plans for corporate executives, young professionals, business owners, and retirees.  Throughout Brian's tenure at CCMG, he has been complimented on his attention to detail and his ability to explain financial concepts to clients. Outside of the office, Brian is active within the Milford community and serves on the board of Devon Rotary, and The Rape Crisis Center of Milford.  Brian is also a New Haven Chapter member of the Financial Planning Association.




IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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 state(s) of CT, FL, IN, MA, NM, NY, OH and SC. No offers may be made or accepted from any resident outside the specific states referenced.