Navy Federal Investment Services Named One of America’s Top Financial Advisory Firms for 2025
Vienna, VA – October 2023 – Navy Federal Investment Services, a proud part of Navy Federal Financial Group—a subsidiary of Navy Federal Credit Union—has recently been recognized as one of America’s Top Financial Advisory Firms for 2025 by Newsweek in partnership with Plant-A Insights Group. This distinguished honor comes as Navy Federal Financial Group celebrates a significant milestone: its 25th anniversary.
Commitment to Financial Excellence
Diane Young, Chief Operating Officer of Navy Federal Financial Group, expressed her gratitude regarding this latest recognition. "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 stated. She reassured members that while they commemorate this important anniversary, the commitment to providing exceptional service and innovative financial solutions remains steadfast.
This acclaim from Newsweek and Plant-A Insights Group is meaningful, as it is derived from an extensive study analyzing over 15,000 financial advisory firms registered with the Securities and Exchange Commission (SEC). The study marks a noteworthy evaluation of financial advisory practices and their impact on clients across the United States.
Understanding Today’s Financial Needs
As highlighted by Nancy Cooper, Global Editor in Chief of Newsweek, the present financial landscape compels Americans to seek more than mere advice; they seek a reliable partner in navigating their financial ambitions. "Newsweek and market-data research firm Plant-A Insights are proud to introduce America’s Top Financial Advisory Firms 2025, shining a light on companies that exemplify what it means to be a financial leader in today’s market," she noted.
About Navy Federal Credit Union
Founded in 1933 with just seven members, Navy Federal Credit Union has grown to serve more than 14 million members worldwide, making it the largest credit union globally. With its member-owned and not-for-profit structure, Navy Federal prioritizes the financial needs of its members. Membership is extended to all Department of Defense and Coast Guard active duty personnel, veterans, civilian and contractor personnel, and their families. Currently, Navy Federal employs over 24,000 individuals and operates more than 360 branches globally.
For individuals interested in exploring job opportunities with Navy Federal, further details can be found at www.navyfederal.org/careers.
About Navy Federal Investment Services
Navy Federal Financial Group (NFFG), established as a wholly owned subsidiary of Navy Federal Credit Union in 1999, aims to provide an extensive range of financial services tailored to its members. Operating under NFFG, Navy Federal Investment Services (NFIS) focuses on meeting the financial needs of Navy Federal members, their families, and the military community at large. NFIS offers personalized financial planning, educational seminars, investment tools, insurance coverage, trust planning and services, title services, and digital platforms, all while ensuring a comprehensive understanding of member needs.
For more details about Navy Federal Investment Services, visit navyfederal.org/investment-services.
Important Disclaimers
Navy Federal Financial Group, LLC (NFFG) is a licensed insurance agency. Non-deposit investments, brokerage, and advisory products are solely available through Navy Federal Investment Services, LLC (NFIS), which is a member of FINRA/SIPC and an SEC-registered investment advisory firm. Insurance products are offered through NFFG and NFIS and are not insured by NCUA/NCUSIF or any government agency, and may involve market risk, including potential loss of principal. Deposit products and related services are provided by Navy Federal Credit Union, which is committed to maintaining the highest standards of financial service and expertise while ensuring the best interests of its members.
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