Retirement & Investment Services

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

The 7 17 Retirement & Investment Group program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

The experienced financial professionals provide:

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

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


William C. Day,
TLO, CRPC®
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Paul D. Finch,
CFP®, ChFC®, CLU®, CRPC®
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Lindsay Lewis,
Associate Financial Professional
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Michaela Matthews,
Associate Financial Advisor
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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. 8054 or 8102)

  • Planning assistance, whether you're just getting started, ready to retire or retired now
  • Retirement plan rollovers
  • 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.1

  • Setting goals
  • Creating a savings and investment plan
  • Protecting your financial security
  • Building your net worth
  • Managing wealth
  • Creating an income from your assets
  • Estate preservation

For more information on Investment Services, visit the 7 17 Retirement & Investment Group website.1

  • Life
  • Estate preservation
For more information on Insurance, visit the 7 17 Retirement & Investment Group website.1
  • 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.1

  • Financial plans that provide comprehensive analysis and planning for financial goals, retirement and estate transfer
  • Personal trust services2
    • Trusts created under wills
    • Living trusts
    • Retirement plan trusts
    • Legacy planning2
      • Executor services
      • Estate settlement
      • Charitable giving strategies
      • Executive services
        • Employee stock options
        • Restricted/controlled stock sales
        • Loans

For more information on Wealth Management, visit the 7 17 Retirement & Investment Group website.1

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

*7 17 Retirement & Investment Group Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

17 17 does not own or operate the linked website and is not responsible for the content of the website. CUNA Brokerage Services, Inc. is a trusted partner of 7 17 Credit Union. 7 17 does not make any guarantees or endorsements of products that may be available on the linked website. 7 17 does not represent either you or the other party if you enter into a transaction on the website. Privacy and security policies may differ from those practiced by 7 17.

2Representatives are not attorneys. For legal questions, including discussions of trust and estate planning, please consult your legal expert.

FR-3129592.1-0620-0722