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!

Let's Talk    Midyear Outlook 2020

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.

Learn More

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.

Learn More

Check the background of this investment professional/firm on FINRA's BrokerCheck.

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 Federal 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 Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TopLine Federal 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
Broker Check Logo