TopLine Federal Credit Union

Financial Planning

Get the professional financial planning advice and guidance you need at TopLine Investment Services. TopLine’s Minneapolis/St. Paul-based financial planners will review your current financial position, discuss financial management services and develop an investment strategy based on your personal objectives. All consultations are complimentary, and there is never any obligation to invest.  You can reach us at 763-391-9494 or email TopLine Investment Services.

Make the most of your hard-earned money. Whether you’re a sophisticated investor or just getting started, the financial planners at TopLine Investment Services are here to help you make the most out of your hard-earned money.

Get the experience. With numerous years of experience, TopLine Investment Services, through INVEST Financial Corporation, offers professional financial planning services to help you map out a strategy to meet your goals – and prepare for life’s biggest events, like marriage, children, college and retirement.  All to help you with minimizing your taxes and help plan for long term growth.

Securities-registered and insurance-licensed. TopLine's Minneapolis/St. Paul-based financial planners bring a wealth of knowledge and experience to TopLine members.

TopLine Investment Services include:

  • 401 (k) Plans
  • 403 (b) Plans
  • College Plans
  • Estate Plans
  • Money Purchase Plans
  • Profit Sharing Plans
  • Retirement Plans
  • Tax Plans

Schedule your free, no obligation consultation. Call 763-391-9494 or email TopLine Investment Services.

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.

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.

INVEST Financial Corporation's Privacy Policy

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.

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763-391-9494 in the Minneapolis/St. Paul Minnesota area. Outside metro area, call 800-626-1448.
© 2017 TopLine Federal Credit Union | 9353 Jefferson Highway Maple Grove, MN 55369 | Routing # 291074696
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