Retirement & Investment Group

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 7 17 Retirement & Investment Group can help you work toward your financial goals. When you’re making important financial decisions about your future, you want sound, personalized advice from someone who knows you well. You've come to the right place.

The experienced financial professionals provide:

Exceptional service from people you know.  We offer personalized service, catered to your individual financial needs and goals.

Check the background of these financial professionals on FINRA's BrokerCheck.


Bill C. Day, CRPC®
Vice President, Wealth Management
Financial Planner, LPL Financial
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Paul D. Finch, CFP®, ChFC®, CLU®, CRPC®
Vice President, Wealth Management
Financial Planner, LPL Financial
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Kristen Kriss, CRPC®
Financial Advisor, LPL Financial
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Lindsay Lewis
Lindsay Lewis
Financial Advisor, LPL Financial
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Michaela Matthews, CRPC®
Financial Advisor, LPL Financial
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Please call today for your appointment.
330-372-8054 • 330-372-8102 • 330-872-8079 • 330-726-0344 • 330-677-0001 • 330-298-0400 • 330-492-1106 • 800-775-7741, (ext. 8079 or 8433)

  • Planning assistance, whether you're just getting started, ready to retire or retired now
  • Retirement plan rollover services
  • Individual Retirement Accounts (IRAs)
    • Traditional IRAs
    • Roth IRAs
    • Spousal IRAs
    • Rollover IRAs
    • Business retirement accounts
      • 401(k) plans
      • Simplified Employee Pensions (SEPs)
      • Savings Incentive Match Plan for Employees (SIMPLEs)
      • Tax-Sheltered Annuities (TSAs) and 403(b) plans
      • Non-qualified deferred compensation plans
      • Non-qualified accumulation plans
      • Estate preservation

 

For more information on Retirement Services, visit the 7 17 Retirement & Investment Group website.

  • Setting goals
  • Creating a savings and investment plan
  • Maintaining your financial freedom
  • Building your nest egg
  • Managing wealth
  • Creating an income from your assets
  • Estate preservation

For more information on Investment Services, visit the 7 17 Retirement & Investment Group website.

  • Planning assistance
  • Education savings accounts
    • 529 savings plans
    • Coverdell education savings accounts
    • Roth IRAs

For more information on Education Funding, visit the 7 17 Retirement & Investment Group website.

  • Financial plans that provide comprehensive analysis and planning for financial goals, retirement and estate transfer
  • Legacy planning1
  • Charitable giving strategies

For more information on Wealth Management, visit the 7 17 Retirement & Investment Group website.

  • IRAs
  • Mutual Funds
  • Stocks
  • Bonds
  • Managed Accounts
  • Annuities
Disclosures:

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. 7 17 Credit Union and 7 17 Retirement & Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using 7 17 Retirement & Investment Group and may also be employees of 7 17 Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, 7 17 Credit Union or 7 17 Retirement & Investment Group. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

1Representatives are not attorneys. For legal questions, including discussions of trust and estate planning, please consult your legal expert.