Navy Federal Investment Services Honored as One of America’s Top Financial Advisory Firms of 2025
Vienna, Va. – Navy Federal Investment Services, part of the Navy Federal Financial Group and a subsidiary of Navy Federal Credit Union, has proudly been recognized as one of America’s Top Financial Advisory Firms for 2025. This accolade is awarded by Newsweek and Plant-A Insights Group, highlighting the organization’s commitment to assisting investors in making informed financial decisions. This honor also coincides with an important milestone: the 25th anniversary of Navy Federal Financial Group.
Diane Young, Chief Operating Officer of Navy Federal Financial Group, expressed 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 emphasized that, as they celebrate this quarter-century milestone, the organization remains dedicated to delivering exceptional service and innovative solutions for its members.
The selection process for America’s Top Financial Advisory Firms involved rigorous research and analysis by Newsweek and Plant-A Insights Group, who evaluated over 15,000 financial advisories registered with the Securities and Exchange Commission (SEC). Nancy Cooper, Global Editor-in-Chief at Newsweek, noted, “In today’s financial landscape, Americans want more than just advice—they want a trusted partner to help them achieve their financial goals. This recognition highlights companies that exemplify what it means to be a leader in the financial services market."
About Navy Federal Credit Union
Established in 1933, Navy Federal Credit Union has grown from a modest start with just seven members to become the largest credit union in the world, serving over 14 million members globally. As a member-owned and not-for-profit organization, Navy Federal focuses on the financial needs of its members, who include Department of Defense and Coast Guard Active Duty personnel, veterans, civilian and contractor employees, and their families. The credit union boasts a workforce of over 24,000 and operates more than 360 branches worldwide. More information is available at navyfederal.org.
About Navy Federal Investment Services
Founded in 1999, Navy Federal Financial Group (NFFG) aims to offer a comprehensive array of financial services tailored to its members’ needs. Its subsidiary, Navy Federal Investment Services (NFIS), provides personalized financial planning, educational seminars, investment tools, insurance coverage, trust planning services, title services, and digital platforms. By leveraging customized service and a deep understanding of its members, NFIS is committed to fulfilling the financial needs of the military community and their families.
Navy Federal Investment Services operates as a licensed insurance agency and is a member of FINRA/SIPC and SEC-registered investment advisory firm. For additional details regarding their services, visit navyfederal.org/investment-services.
For Media Inquiries
Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]
As Navy Federal Investment Services marks this significant achievement, they continue their mission of providing expert financial guidance and support to their members, further solidifying their position as a trusted leader in the financial services industry.
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