Navy Federal Investment Services Recognized as One of America’s Top Financial Advisory Firms for 2025: A Milestone Celebration of 25 Years of Service
VIENNA, Va. — Navy Federal Investment Services, a proud member of the Navy Federal Financial Group and a subsidiary of Navy Federal Credit Union, has achieved a notable recognition as one of America’s Top Financial Advisory Firms for 2025. This accolade comes from Newsweek and Plant-A Insights Group, confirming the firm’s dedication to supporting investors in making informed financial decisions. The achievement also coincides with the 25th anniversary of Navy Federal Financial Group, marking a significant milestone in its history.
“We are honored to be recognized as one of the top financial advisory firms for 2025,” expressed Diane Young, Chief Operating Officer of Navy Federal Financial Group. “This achievement reflects the hard work, dedication, and trust our team has cultivated over the past 25 years. As we celebrate this milestone, we remain committed to delivering exceptional service and innovative solutions to our members.”
Comprehensive Evaluation of Financial Advisory Firms
The recognition from Newsweek and Plant-A Insights Group stems from an extensive study involving over 15,000 financial advisory firms registered with the Securities and Exchange Commission (SEC). The comprehensive evaluation process sought to identify firms that exemplify leadership within the financial advising sector.
“In today’s financial landscape, Americans want more than just advice—they want a trusted partner to help them achieve their financial goals,” remarked Nancy Cooper, Global Editor in Chief at Newsweek. “We are proud to introduce America’s Top Financial Advisory Firms for 2025, shining a light on companies that excel in this increasingly competitive market.”
Celebrating Navy Federal’s Legacy of Service
Navy Federal Credit Union, established in 1933 with a mere seven members, has grown into the world’s largest credit union, catering to more than 14 million members globally. The organization prides itself on being member-owned and commits to prioritizing the financial needs of its members. Membership is extended to all Active Duty, Veterans, civilian and contractor personnel of the Department of Defense and Coast Guard, along with their families. With a workforce exceeding 24,000 and a vast network of over 360 branches, Navy Federal continues to solidify its reputation as a trusted financial partner.
About Navy Federal Investment Services
Navy Federal Financial Group (NFFG), established in 1999, operates through its subsidiary, Navy Federal Investment Services (NFIS). This branch was created to provide a wider range of financial services tailored for Navy Federal members and their families, as well as the military community. NFIS offers comprehensive financial planning, educational seminars, investment tools, insurance coverage, trust planning services, and more. This diverse suite of products and personalized services reflects the organization’s commitment to fulfilling the financial needs of its members.
To learn more about career opportunities at Navy Federal, interested individuals can visit Navy Federal Careers.
Contact and Additional Information
For more detailed information regarding Navy Federal Investment Services and its offerings, please visit Navy Federal Investment Services.
Media Contact:
Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]
As Navy Federal Investment Services continues to uphold high standards in the financial advisory landscape, their recent recognition serves as both an honor and a reinforcement of their long-standing commitment to serve their members with excellence and integrity.