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.
The TopLine Investment Services Advantage
- Local, experienced representatives
- Securities-registered and insurance-licensed
- Free workshops and seminars
- A wide range of retirement plans:
- 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
Investments Disclosure
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. TopLine Financial Credit Union and TopLine Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TopLine Investment Services, and may also be employees of TopLine Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TopLine Financial Credit Union or TopLine Investment Services.
Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Deposits or Obligations |
| Not Credit Union Guaranteed | May Lose Value |