TopLine Wealth Management Services

Put your money where your trust is.

One of the greatest benefits of being a TopLine Federal Credit Union member is knowing your finances are in trusted hands. As a member-owned, not-for-profit institution, we have no hidden profit motives or incentives to take unnecessary risks. That member-first promise extends to our financial planning retirement services too.

The expertise you need. The security you deserve

TopLine Investment Services are provided by securities-registered and insurance-licensed financial planners from LPL Financial. From workshops to personal consultations, our experts have one priority—securing your financial future. All consultations are free and there's never any obligation to invest. So contact us today!

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Financial Planning and Investments

No matter what your financial goals are, TopLine Investment Services can help you achieve them. We'll review your current financial position and develop a growth strategy that meets your unique needs.

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Retirement Planning

From 401(k)s and IRAs to profit-sharing plans and pensions, TopLine Investment Services offer the tools you need to prepare for your financial future and make the most of your hard-earned money.

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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.