763-391-9494
TopLine Federal Credit Union




To schedule your free, no obligation consultation with our Minneapolis/St Paul-based financial planners, call 763-391-9494 or send email to TopLine Investment Services.
 
All consultations are free, and there is never any obligation to invest.

Business Planning,
Investments & Benefits
Financial Advisors at TopLine Investment Services are here to help you sort through the options and choose planning services to best simplify your business, and at every stage of development.
 
Our Financial Advisers at TopLine Investment Services through INVEST Financial Corporation,
have numerous years of experience. They are securities and insurance licensed Minneapolis/St Paul-based financial planners who bring a wealth of knowledge and experience to you. They will listen to your needs and help you put together the right approach based on your specific business goals and situation. All consultations are free, and there is never any obligation to invest.

TopLine offers these professional services, along with the financial advisor expertise you'd expect from a full-service banking institution:

Business Planning and Employee Benefit Services:
TopLine Investment Services offers a variety of services to help your business thrive.
 
TopLine's business services include:
  • Small business planning
  • Evaluation and cost analysis of existing business
  • Investment and employee group benefit plans
  • Business retirement plan set-up and transfer
  • Financial education workshops for executives, managers and staff
  • Group Insurance (where available)
  • Business succession planning

Retirement and Investment Planning Services:
Minnesota-based TopLine Investment Services will work with you to evaluate, select and administer up-to-date retirement benefit plans that can help you preserve your financial strength and attract first-rate talent.
 
TopLineís Minneapolis/St. Paul-based financial planners specialize in retirement planning services such:
  • SEP IRAs
  • Simple IRAs
  • 401(k) Plans
  • Profit Sharing Plans
  • Money Purchase Plans

Individual Employee Services:
For employees and their families, Minnesota-based TopLine Investment Services offers a variety of services to help your business thrive.

At TopLine Investment Services, financial planning and investment services include:
  • Traditional financial planning
  • Asset management
  • Tax-advantaged strategies
  • College planning
  • Retirement planning
  • Long-term care planning
  • Estate planning
  • Trust services
Financial Education Services:
TopLine offers executive and staff workshops to help your business comply with ERISA guidelines. Our financial education sessions are always free and open to the public.

Review your Minnesota credit unionís upcoming financial education sessions.

Contact us to reserve your spot at 763-391-9494, online or stop by any branch location.
 
To schedule your free, no obligation consultation with our Minneapolis/St Paul-based financial planners, call 763-391-9494 or send email to TopLine Investment Services.

Note: You may wish to consult your tax professional regarding your company's specific circumstances.

Contact us today to discuss your personal business needs.
 


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763-391-9494 in the Minneapolis/St. Paul Minnesota area. Outside metro area, call 800-626-1448.
© 2017 TopLine Federal Credit Union | 9353 Jefferson Highway Maple Grove, MN 55369 | Routing # 291074696
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