Our objective is simple:
TopLine Federal Credit Union remains a member-owned financial services cooperative dedicated to helping Twin Cities banking consumers achieve their financial goals. We do that by offering financial education, premium personalized service, competitive savings and loan rates and low fees from our offices in the Minneapolis/St. Paul metro area.
Investment Planning &
Put your money where your trust is. TopLine works with INVEST Financial Corporation to provide professional financial planning, investment, insurance and retirement planning services to help you achieve your financial goals and prepare for life’s biggest events. You can reach us at or email TopLine Investment Services.
TopLine Investment Services investment professionals are here to help you make smart decisions and the most out of your hard-earned money by providing answers, presenting options and contributing to your financial education, all to help you get ahead. You can reach us at TopLine Investment Services.
Each Minneapolis/St. Paul-based financial planner is securities-registered and insurance-licensed and brings a wealth of knowledge and experience to TopLine members. All consultations are free, and there is never any obligation to invest.
Learn more. TopLine Investment Services hosts a wide array of free workshops on topics such as ensuring retirement income, estate planning and more. Click here, and then click on "Investment Seminars" to see a current listing and schedule or call 763-391-9494.
Retirement Plans: Retirement planning services including, 401 (k), individual retirement accounts (IRA) and other options are available.
Investment Services Newsletter: Our exclusive investment newsletter, Financial News You Can Use, is published monthly and provides the latest financial news.
Investment Services: Prepare for your financial future with specialized investments like stocks and mutual funds.
Life Insurance: We're available to help you through the planning process with a free life insurance analysis at no obligation.
Auto & Home Insurance: We offer personal and business policies from up to 20 different insurance carriers. Get your FREE quote today!
Not NCUSIF Insured – May Lose Value – Not A Deposit – No Credit Union Guarantee – Not Insured by Any Federal Government Agency
Registered Representative of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with TopLine Investment Services or TopLine Federal Credit Union. Products offered are: • Not insured by the FDIC/NCUA • not a deposit or other obligation of guaranteed by any bank/credit union • subject to risks including the possible loss of principal amount invested.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.