Retirement Plan Services
Get the professional retirement planning advice and guidance you need through your credit union’s investment division, TopLine Investment Services. You can reach us at or email TopLine Investment Services.
Local, experienced Investment Representatives. Our Investment 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. They offer professional retirement plan services to help you map out a strategy to meet your goals – and prepare for one of life’s biggest events, retirement.
TopLine’s Minneapolis/St. Paul-based financial planners specialize in retirement planning services such as 401(k), 403(b), individual retirement accounts (IRAs) and other types of retirement plans. All consultations are complimentary and there is never any obligation to invest.
Make the most of your hard-earned money. 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.
TopLine Investment Services retirement plans include:
- Individual Retirement Accounts (IRAs) - Traditional and Roth
- Profit Sharing Plans
- SEP Plans (Simplified Employee Pension)
- Tax Plans
- 401 (k) Plans
- 403 (b) Plans
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.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
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