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

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.

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763-391-9494 in the Minneapolis/St. Paul Minnesota area. Outside metro area, call 800-626-1448.
© 2018 TopLine Federal Credit Union | 9353 Jefferson Highway Maple Grove, MN 55369 | Routing # 291074696
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