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.

Learn More     Attend a Workshop     Midyear Outlook 2020   

 

 

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.

Let's Talk

Broker Check Logo

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