Navy Federal Investment Services Named Among America’s Top Financial Advisory Firms 2025, Celebrating 25 Years
VIENNA, Va. – Navy Federal Investment Services (NFIS), a subsidiary of Navy Federal Financial Group and part of the Navy Federal Credit Union, has earned a notable distinction as one of America’s Top Financial Advisory Firms for 2025. This recognition comes from esteemed publications Newsweek and Plant-A Insights Group, underscoring the firm’s commitment to assisting investors in making confident and informed financial decisions.
This accolade coincides with a significant milestone for Navy Federal Financial Group, marking its 25th anniversary. Diane Young, the Chief Operating Officer of Navy Federal Financial Group, expressed pride in this achievement. “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,” stated Young. She emphasized that the firm remains devoted to providing exceptional service and innovative solutions to its members as they celebrate this key anniversary.
The selection for America’s Top Financial Advisory Firms was based on a comprehensive analysis of over 15,000 financial advisory firms registered with the Securities and Exchange Commission (SEC). The evaluation was conducted by Newsweek in collaboration with the Plant-A Insights Group, which aimed to highlight companies that epitomize leadership and excellence in the current financial landscape.
Nancy Cooper, Global Editor in Chief of Newsweek, noted the current financial environment demands more than just traditional advice from financial advisors. “In today’s financial landscape, Americans want more than just advice—they want a trusted partner to help them achieve their financial goals,” said Cooper. This initiative reflects the evolving needs of clients seeking dependable guidance on their financial journeys.
About Navy Federal Credit Union
Established in 1933 with just seven members, Navy Federal Credit Union has grown to become the world’s largest credit union, serving more than 14 million members globally. As a member-owned, not-for-profit organization, Navy Federal prioritizes the financial interests of its members, which include active duty and veteran personnel from the Department of Defense and Coast Guard, along with their families. Today, the credit union employs over 24,000 people and operates a vast network of more than 360 branches.
About Navy Federal Investment Services
Founded in 1999, Navy Federal Financial Group (NFFG) operates as a wholly owned subsidiary of the Navy Federal Credit Union, with the mission of providing a wider array of financial services to its members. Through its subsidiary, NFIS, the firm caters specifically to the financial needs of Navy Federal members and the military community, offering personalized financial planning, educational seminars, investment tools, insurance coverage, and more.
For additional information about job opportunities at Navy Federal, interested individuals can visit www.navyfederal.org/careers.
For further details on Navy Federal Investment Services, you can check navyfederal.org/investment-services.
The recognition as a top financial advisory firm marks a significant achievement for Navy Federal Investment Services as it continues to fulfill its mission of supporting its members with trusted financial guidance, especially during this pivotal year of celebration.
Share this article:
