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.

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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.

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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.