Navy Federal Investment Services Earns Recognition as One of America’s Top Financial Advisory Firms for 2025

VIENNA, Va. — Navy Federal Investment Services, a division of Navy Federal Financial Group and a subsidiary of Navy Federal Credit Union, has been honored as one of America’s Top Financial Advisory Firms for 2025 by Newsweek and Plant-A Insights Group. This recognition marks a significant achievement for the firm, coinciding with the 25th anniversary of Navy Federal Financial Group.

This prestigious acknowledgment reflects the dedication and hard work of the Navy Federal team in providing exceptional financial services and support to its members. “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,” said Diane Young, Chief Operating Officer of Navy Federal Financial Group. “As we celebrate this milestone, we remain committed to delivering exceptional service and innovative solutions to our members.”

Assessment Methodology

Newsweek, in collaboration with Plant-A Insights Group, conducted a comprehensive analysis to identify leading financial advisory firms across the United States. The study involved a survey of more than 15,000 financial advisories registered with the Securities and Exchange Commission (SEC). The firms were evaluated based on various performance metrics, including their commitment to client service, the knowledge of their advisors, and their reputation among clients and peers.

“In today’s financial landscape, Americans want more than just advice—they want a trusted partner to help them achieve their financial goals,” stated Nancy Cooper, Global Editor in Chief of Newsweek. “We are proud to introduce America’s Top Financial Advisory Firms 2025, highlighting companies that exemplify what it means to be a financial leader in today’s market.”

About Navy Federal Credit Union and Investment Services

Navy Federal Credit Union, established in 1933 with just seven members, has since grown to serve over 14 million members worldwide, making it the largest credit union in the world. As a member-owned, not-for-profit organization, Navy Federal prioritizes the financial needs of its members. Membership is available to all Department of Defense personnel, Coast Guard Active Duty members, veterans, civilians, contractors, and their families. The credit union boasts a workforce of over 24,000 employees and more than 360 branches globally.

Navy Federal Financial Group was founded in 1999 to provide an expanded range of financial services to Navy Federal Credit Union members. Navy Federal Investment Services, as a subsidiary, focuses on personalized financial planning, investment tools, insurance products, and more, facilitating tailored financial solutions for the military community and their families.

For more information on job opportunities and other services, visit Navy Federal’s official website at www.navyfederal.org/careers or navyfederal.org/investment-services.

Disclaimer: Navy Federal Investment Services, LLC (NFIS) is a member of FINRA/SIPC and an SEC-registered investment advisory firm. Non-deposit investments, brokerage, and advisory products offered through NFIS are not insured by the NCUA or NCUSIF, may involve investment risks, and are not guaranteed or obligations of Navy Federal Credit Union.

For media inquiries, please contact:
Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]

Navy Federal Credit Union’s commitment to excellence in financial services continues to be recognized, strengthening its role as a leader in the financial advisory industry while celebrating 25 years of service to its members.