Financial Planning from TopLine
You work hard for your money. Now make your money work for you. Whether you’re planning for kids, college or your own future dreams, TopLine Investment Services is here to provide the guidance you need to invest your money wisely, minimize your taxes and achieve the long-term growth you deserve.
The TopLine Investment Services Advantage
- Local, experienced representatives
- Securities-registered and insurance-licensed
- Free workshops and seminars
A wide range of investment options:
- 401 (k) Plans
- 403 (b) Plans
- College Plans
- Estate Plans
- Money Purchase Plans
- Profit Sharing Plans
- Retirement Plans
- Tax Plans*
- Annuities (Fixed & Variable)*
- Brokerage Accounts*
- Stocks & Bonds*
- Government Securities*
- Mutual Funds*
- Educational IRA*
- Roth IRA
- SEP IRA
- Simple IRA
- Traditional IRA
- 529 Plans & Education Savings Accounts*
Schedule Your Free, No-Obligation Consultation.
Check the background of this investment professional/firm on FINRA's BrokerCheck.
Investment Disclosures
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 |