TopLine Federal Credit Union

Investment Services

Whether you’re a seasoned investor or just getting started, through INVEST Financial Corporation, TopLine Investment Services can help you prepare for your financial future and make the most of your hard-earned money with our specialized investment services. You can reach us at 763-391-9494 or email TopLine Investment Services.

Local, experienced Investment Representatives. Our Financial Advisors located at Twin Cities-based TopLine Investment Services have numerous years of industry experience.

Securities-registered and insurance-licensed. TopLine's Minneapolis/St. Paul-based financial planners bring a wealth of knowledge and experience to TopLine members. Our financial planners specialize in investment 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 minimize your taxes and help plan for long term growth.

TopLine Investment Services, through INVEST, offers:

  • Annuities (Fixed & Variable)*
  • Brokerage Accounts*
  • Stocks & Bonds*
  • Government Securities*
  • Mutual Funds*
  • Educational IRA*
  • Roth IRA
  • Simple IRA
  • Traditional IRA
  • 529 Plans & Education Savings Accounts*

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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