Navy Federal Investment Services Named Among America’s Top Financial Advisory Firms for 2025
Vienna, VA – Navy Federal Investment Services (NFIS), a division of Navy Federal Financial Group and a subsidiary of Navy Federal Credit Union, has garnered prestigious recognition as one of America’s Top Financial Advisory Firms for 2025. This accolade, awarded by Newsweek and Plant-A Insights Group, commemorates not only the firm’s impactful contributions to financial advisory services but also coincides with the 25th anniversary of the Navy Federal Financial Group.
A Milestone of Recognition
Diane Young, Chief Operating Officer of Navy Federal Financial Group, expressed gratitude for this honor. "We are honored to be recognized as one of the top financial advisory firms for 2025," she stated. "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."
The selection of top financial advisory firms was based on an extensive analysis of over 15,000 financial advisory firms in the United States, all of which are registered with the Securities and Exchange Commission (SEC). The rigorous study aimed to identify firms that provide not only sound financial advice but also a dependable partnership to help Americans achieve their financial objectives.
Nancy Cooper, Global Editor in Chief of Newsweek, highlighted the significance of this recognition in today’s financial environment. "In today’s financial landscape, Americans want more than just advice—they want a trusted partner to help them achieve their financial goals. Newsweek and Plant-A Insights are proud to introduce America’s Top Financial Advisory Firms 2025, showcasing companies that exemplify what it means to be a financial leader in today’s market."
About Navy Federal Investment Services
Navy Federal Investment Services has been providing personalized financial solutions since its establishment in 1999. As a wholly owned subsidiary of Navy Federal Credit Union, NFIS aims to meet the diverse financial needs of its members, their families, and the wider military community. The firm offers a comprehensive suite of services including financial planning, educational seminars, investment tools, insurance coverage, trust planning, and more.
The focus on customized service and a deep understanding of member needs enables Navy Federal Investment Services to fulfill its mission effectively. For more information about their offerings, individuals can visit navyfederal.org/investment-services.
About Navy Federal Credit Union
Established in 1933, Navy Federal Credit Union has grown from a small organization with just seven members to the world’s largest credit union, serving over 14 million members globally. As a member-owned and not-for-profit entity, Navy Federal prioritizes the financial needs of its members, with eligibility extending to Department of Defense and Coast Guard personnel, veterans, civilian personnel, and their families. The credit union employs a workforce of over 24,000 with a network of more than 360 branches worldwide. More information is available at navyfederal.org.
In conclusion, Navy Federal Investment Services’ recognition as one of America’s top financial advisory firms emphasizes its long-standing commitment to excellence and member service, marking a significant milestone in the firm’s storied history.
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