Navy Federal Investment Services Recognized Among America’s Top Financial Advisory Firms for 2025
VIENNA, Va. – Navy Federal Investment Services, a subsidiary of Navy Federal Financial Group and part of the Navy Federal Credit Union, has been honored with a prestigious recognition as one of America’s Top Financial Advisory Firms for 2025. This acknowledgment, bestowed by Newsweek in collaboration with Plant-A Insights Group, comes as Navy Federal Financial Group celebrates its 25th anniversary.
A Commitment to Excellence
Diane Young, the Chief Operating Officer of Navy Federal Financial Group, expressed her gratitude for the recognition, stating, "We are honored to be recognized as one of the top financial advisory firms for 2025. This achievement reflects the hard work, dedication, and trust our team has cultivated over the past 25 years.” Young further emphasized the organization’s commitment to delivering exceptional service and innovative solutions aimed at empowering their members to make confident financial decisions.
The selection process for these awards involved a comprehensive analysis of over 15,000 financial advisory firms registered with the Securities and Exchange Commission (SEC). The goal of the study was to identify firms that not only provide reliable financial advice but also serve as trusted partners for their clients in achieving their financial goals. Nancy Cooper, Global Editor in Chief of Newsweek, stressed the importance of partnership in today’s financial landscape, stating, "In today’s financial landscape, Americans want more than just advice—they want a trusted partner to help them achieve their financial goals."
Celebrating 25 Years of Service
The recognition is particularly poignant as it coincides with a significant milestone for Navy Federal Financial Group, marking 25 years of dedicated service. Over the past quarter-century, the organization has expanded its range of services and established itself as a leader in the financial advisory field, focusing on the needs of its members, including those in the military community.
About Navy Federal Investment Services
Founded in 1999, Navy Federal Financial Group was created to offer a broader array of financial services to members of Navy Federal Credit Union. Through its subsidiary, Navy Federal Investment Services (NFIS), the organization provides personalized financial planning, investment tools, insurance coverage, trust services, and educational seminars tailored to meet the unique needs of its members and their families.
The firm prides itself on fostering a personalized service approach while leveraging technology and investment platforms to ensure comprehensive financial support. NFIS is a registered investment advisory firm, offering a diverse array of financial solutions to help members reach their financial aspirations.
About Navy Federal Credit Union
Established in 1933 with a handful of members, Navy Federal Credit Union has grown to serve over 14 million members globally, making it the world’s largest credit union. As a member-owned and not-for-profit organization, Navy Federal prioritizes the financial needs of its members, who include active duty personnel, veterans, and their families.
For more information regarding career opportunities at Navy Federal, please visit www.navyfederal.org/careers.
Contact Information
For media inquiries, please contact:
Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]
Conclusion
Navy Federal Investment Services’ recognition as one of America’s Top Financial Advisory Firms for 2025 not only underscores its status in the financial industry but also reflects a continued dedication to enhancing the financial well-being of its members over the past 25 years. As the organization looks to the future, its commitment to exceptional service and innovation remains steadfast, reinforcing its position as a trusted financial partner for millions.