Planning & Investments

Employee Investment Services

Your employees have big dreams of their own. TopLine Investment Services offers a variety of financial planning and investment services to help them realize those dreams. Whether they're building a nest egg or planning to send the kids to college, TopLine Investment Services is here to provide the guidance they need to invest wisely, minimize taxes and achieve the long-term growth they deserve.

Talk to an Expert     Attend a Workshop

The TopLine Investment Services Advantage

  • Local, experienced representatives
  • Securities-registered and insurance-licensed
  • Free workshops and seminars
  • A wide range of investment options:
    • Traditional financial planning
    • Asset management
    • Tax-advantaged strategies
    • College planning
    • Retirement planning
    • Long-term care planning
    • Estate planning
    • Trust account investing

Schedule your free, no-obligation consultation.

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Investments Disclosure

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. TopLine Financial Credit Union and TopLine Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TopLine Investment Services, and may also be employees of TopLine Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TopLine Financial Credit Union or TopLine Investment Services.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Deposits or Obligations

Not Credit Union Guaranteed

 May Lose Value