Employee Investment Services

Your employees have big dreams of their own. TopLine Investment Services offers a variety of financial planning and investment services to help them realize those dreams. Whether they're building a nest egg or planning to send the kids to college, TopLine Investment Services is here to provide the guidance they need to invest wisely, minimize taxes and achieve the long-term growth they deserve.

Talk to an Expert     Attend a Workshop

The TopLine Investment Services Advantage

  • Local, experienced representatives
  • Securities-registered and insurance-licensed
  • Free workshops and seminars
  • A wide range of investment options:
    • Traditional financial planning
    • Asset management
    • Tax-advantaged strategies
    • College planning
    • Retirement planning
    • Long-term care planning
    • Estate planning
    • Trust account investing

Schedule your free, no-obligation consultation.

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Investments Disclosure

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured TopLine Federal Credit Union deposits and are not NCUA insured. These products are not obligations of TopLine Federal Credit Union and are not endorsed, recommended or guaranteed by TopLine Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. TopLine Federal Credit Union and TopLine Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. OR ‘Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.