7 17 Retirement & Investment Group

Guidance for a brighter financial future.

  • Individual strategies to pursue your financial goals
  • Advice from experienced financial professionals
Get Started

7 17 Retirement & Investment Group

Let our team work on your behalf

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 investment professionals associated with this site on FINRA's BrokerCheck.

Your 7 17 Retirement & Investment Group teams are:

Picture of Bill Day

Bill C. Day, CRPC® CRPC conferred by College for Financial Planning
Vice President, Wealth Management
Financial Planner, LPL Financial
330-752-8939
Email Bill
My Bio

Picture of Michaela Matthews

Michaela Matthews, CRPC®
Registered Sales Associate, LPL Financial
330-752-8939
Email Michaela
My Bio

 

Picture of Paul D. Finch

Paul D. Finch, CFP®, ChFC®, CLU®, CRPC®
Vice President, Wealth Management
Financial Planner, LPL Financial
330-372-8079
Email Paul
My Bio

Picture of Lindsay Lewis

Lindsay Lewis
Financial Advisor, LPL Financial
330-372-8154
Email Lindsay
My Bio

Picture of Ginger Reich

Ginger Reich
Executive Assistant
330-372-8079
Email Ginger

 

Picture of Josh Barr

Josh Barr
Financial Advisor, LPL Financial
330-372-8054
Email Josh
My Bio

Please call today for your appointment.
800-775-7741

  • 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

LPL Financial Form CRS

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:

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.

7 17 Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit LPL Financial disclosures for more detailed information.

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