Eric Pettitt is a financial planner whose goal is to help you plan and diversify. Growing up, Eric saw his grandmother’s retirement plan fall apart when a logging company cut too many trees on her 87-acre property in one season. Her trees were her nest egg and the fallout from that showed Eric two things: He wanted to help people create security in their retirement, and that diversification is key.
He has worked in the professional financial services industry since 2014. He holds financial industry licenses 7, 66, life and health, Annuities, and LTC and a certificate in project management. As a financial planner, Eric wants to help every client move from point a to point b, full well knowing those points are always different. His philosophy is that everyone deserves a unique plan because everyone is unique.
He has worked in the professional financial services industry since 2014. He holds financial industry licenses 7, 66, life and health, Annuities, and LTC and a certificate in project management. As a financial planner, Eric wants to help every client move from point a to point b, full well knowing those points are always different. His philosophy is that everyone deserves a unique plan because everyone is unique.
We're here to help!
For more information about classes and events, please contact us using the information below.Someone from our Member Service Team will contact you during business hours to answer your questions.
Contact & Visit Us
Our office phone numbers connect to all locations. Our team members can assist you from any location or connect you to someone at another location. We welcome walk-ins and appointments during our business hours.All WeSERV offices are closed in observance of New Year's Day, Martin Luther King Jr. Day, Presidents' Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Veterans Day, Thanksgiving Day, the Friday after Thanksgiving, Christmas Eve, Christmas Day, and New Year's Eve, or the Friday preceding or Monday following the holidays if they fall on the weekend.
Main Number: 480-477-5882
Toll-Free: 855-931-9294
Fax: 623-931-1008
Cochise County Chapter
Monday-Friday 8:00 AM-5:00 PM
500 E Fry Blvd, Suite L-1, Sierra Vista, AZ 85635
520-458-7802
Pinal County Chapter
Monday-Friday, 8:00 AM-5:00 PM
1269 N Promenade Pkwy, F-105, Casa Grande, AZ 85194
520-421-1222
Santa Cruz County Chapter
Monday-Friday, 10:00 AM-2:00 PM
14 Esplendor Dr, Suite B, Rio Rico, AZ 85648
520-377-9613
Southeast Valley Chapter
Monday-Friday, 8:00 AM-5:00 PM
1733 E Northrop Blvd, Chandler, AZ 85286
480-477-5882
West Valley Chapter
Monday-Friday, 8:00 AM-5:00 PM
9001 W Union Hills Dr, #8, Peoria, AZ 85382
623-931-9294
Forms disabled for bots. If you are not a bot, please contact us.
