Navy Federal Investment Services Honored as One of 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 officially named one of America’s Top Financial Advisory Firms for 2025 by Newsweek and Plant-A Insights Group. This prestigious recognition coincides with the 25th anniversary of the Navy Federal Financial Group, highlighting its commitment to providing exceptional financial advisory services to its members.
Celebrating Excellence Over Two and a Half Decades
"We are honored to be recognized as one of the top financial advisory firms for 2025," stated Diane Young, Chief Operating Officer of Navy Federal Financial Group. She further emphasized that this accolade reflects the team’s hard work, dedication, and the trust that has been cultivated over the past 25 years. "As we celebrate this milestone, we remain committed to delivering exceptional service and innovative solutions to our members."
To identify the top financial advisory firms, Newsweek and Plant-A Insights conducted an extensive study involving over 15,000 financial advisory firms registered with the Securities and Exchange Commission (SEC). The research aimed to spotlight firms that not only provide financial advice but also function as trusted partners in helping individuals achieve their financial objectives.
"In today’s financial landscape, Americans are looking for more than just advice," remarked Nancy Cooper, Global Editor in Chief of Newsweek. "They want a trusted partner to assist them in reaching their financial goals. America’s Top Financial Advisory Firms 2025 showcases companies that exemplify leadership in today’s market."
About Navy Federal Credit Union
Founded in 1933 with just seven members, Navy Federal has evolved into the world’s largest credit union, currently serving over 14 million members globally. As a member-owned and not-for-profit institution, Navy Federal prioritizes the financial needs of its members. The organization is open to those serving in the Department of Defense and Coast Guard, along with veterans, civilian personnel, contractors, and their families. Navy Federal maintains a workforce of over 24,000 employees and operates more than 360 branches worldwide. For more information, please visit navyfederal.org.
About Navy Federal Investment Services
Navy Federal Financial Group was established in 1999, acting as a wholly owned subsidiary of Navy Federal Credit Union with the mission of expanding the range of financial services available to its members. Operating through Navy Federal Investment Services, the group addresses the financial needs of military families and their communities by providing personalized financial planning, investment tools, insurance coverage, trust planning, and digital platforms.
For further details about the services offered by Navy Federal Investment Services, visit navyfederal.org/investment-services.
Media Contact
For additional information, media representatives can reach Azize Hazou-Gonzales in the Corporate Communications department at 571-606-7216 or via email at [email protected].
This recognition showcases Navy Federal Investment Services’ enduring commitment to excellence in financial advising while marking a significant quarter-century of service in the financial sector.
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