Back to TopLine Home Page
TopLine News About TopLine TopLine Services Business Services Membership at TopLine Contact Information
Loans | Checking | Savings | TopLine Jr. | Credit Cards | Financial Planning
Real Estate | CU Car-Buying Service | Financial Seminars | Financial Counseling | Other Services
Do Business Menu Get Information Menu Financial Planning
   
 

TopLine offers professional financial planning and investment services to help you achieve your financial goals, whether it’s saving for a new home, a college education, or a comfortable retirement.

Financial Planning Services

Get the professional financial advice and guidance you need through our subsidiary, TopLine Investment Services. We’ll help you review your current financial position and develop an investment strategy based on your personal objectives. All consultations are free, and there is never any obligation to invest. Click here to find out more.

Securities

Whether you’re a seasoned investor or just getting started, TopLine Investment Services can help you prepare for your financial future with specialized investments like stocks and mutual funds. Our registered representative is at your service. For more information, click here.

Life Insurance

What if something happens to me? What if I'm not prepared? These are difficult questions to consider, but it's why you consider life insurance. It's for the people who depend on you - the ones you love most.

Life insurance can be confusing. The last thing you want is to be pressured into buying a policy that doesn't fit your needs. TopLine can help. We suggest life insurance planning be done in a logical and understandable way - with advice from someone you can trust.

The investment professionals at TopLine Investments Services offer a free life insurance analysis with no obligations. We'll even help you find out if your current insurance policy is right for your personal situation. To schedule your free analysis, call 763-391-0598 or send email to Investment Services.

 

Important Disclosure: Investments are not NCUSIF/FDIC insured *No bank or credit union guarantee * May lose value * Not insured by any federal government agency * Not a deposit.

Securities offered through Financial Network Investment Corporation, member SIPC. Financial Network is not an affiliate of TopLine Federal Credit Union.

Home | Branches & ATMs | Site Map | Contact Us