portrait of Eric R Luttinen

About Eric

We're guided by the premise of John Bachmann, a former managing partner of our firm who simply said, "Leave people better off than you found them."

We understand the difference between earning a living and making a living. I help people achieve their financial goals, and that involves a long-term approach to help determine what's in your best interest.

A native Yooper with nearly three decades of financial services experience, I've learned that relationships matter. Whether it's preparing for, or living in, retirement, planning for the unexpected or creating a legacy/inheritance, we offer solutions tailored to your goals.

Some of the best...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Business Retirement Plans

Work History

  • Edward JonesMarch 2001 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Northern Michigan UniversityBachelors

Team Members

  • Stacy Sheckell
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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