Member Services
We offer a variety of services to help you meet all of your financial needs. Smart money solutions for your family.
Comprehensive Member Services
Insurance Services
We offer a wide range of insurance types to help you protect what matters most.
Shared Branching Services
As our member, you can visit any credit union where you see the CO-OP Shared Branch and Shared Branch express logo, and conduct transactions just like you were at your home branch.
Financial Education Services
We dedicate time for researching and experimentation to increase creativity and imagine new challenges.
Business Services
Enjoy the freedom you need to run your business your way. From checking products to business loans, we can help you with it all.
Investment Services
Put your money where your trust is. As a member-owned, not-for-profit institution, we want to provide the best in financial and retirement planning available.
Safe Deposit Boxes
Safe deposit boxes are a secure way to store important documents, valuables, or any priceless items.
- Choose from several different sizes
- Annual box rental is automatically deducted from the membership share account at the end of January
- Annual box rental fee is pro-rated if opened mid-year
- Safe box sizes (sizes and availability vary by branch)
- See Fee Schedule for rental cost estimates.
Members have access to their safe deposit boxes during lobby hours. A safe deposit box is a storage space provided by the credit union and the contents, including cash, checks or other valuables are not insured by NCUSIF (National Credit Union Share Insurance Fund) if damaged or stolen.
Insurance Disclosure
TopLine Insurance Agency, LLC is not in the business of financial planning, banking, or investment services, and does not provide financial or investment advice to customers or prospective customers. TopLine Insurance Agency, LLC, is a wholly owned subsidiary of TopLine Financial Credit Union. The representations contained herein are made on behalf of TopLine Insurance Agency, LLC; they are not made by or on behalf of TopLine Financial Credit Union. Business conducted with TopLine Insurance Agency, LLC, is separate and distinct from any business conducted with TopLine Financial Credit Union. The insurance offered is not a deposit and is not federally insured or guaranteed by TopLine Financial Credit Union. TopLine Insurance Agency, LLC is not affiliated with the NCUA or the federal government. The insurance offered is not an obligation of TopLine Financial Credit Union and may be subject to risk. Insurance products are not exclusive to TopLine Financial Credit Union members. Any insurance required as a condition of an extension of credit by TopLine Financial Credit Union need not be purchased from TopLine Insurance Agency, LLC and may be purchased from an agent or insurance company of your choice. License No. 40303567.
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 |