Navy Federal Investment Services Recognized 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 received notable recognition as one of the top financial advisory firms in the United States for 2025 by Newsweek and Plant-A Insights Group. This accolade highlights the firm’s ongoing commitment to aiding investors in making informed and confident financial decisions. Coinciding with this recognition, Navy Federal Financial Group also celebrates its 25th anniversary.
Diane Young, Chief Operating Officer of Navy Federal Financial Group, expressed gratitude for the 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,” she stated. Young emphasized that as they mark this significant milestone, the firm remains steadfast in its promise to deliver exceptional service and innovative solutions tailored for its members.
Background on the Recognition Process
The selection of America’s Top Financial Advisory Firms involved a comprehensive study where over 15,000 financial advisories registered with the Securities and Exchange Commission (SEC) were analyzed. This rigorous evaluation by Newsweek and Plant-A Insights Group aimed to identify firms that demonstrate exceptional service and lead in the current financial landscape. Nancy Cooper, Global Editor in Chief of 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. Newsweek and market-data research firm Plant-A Insights 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
Founded in 1933 with just seven members, Navy Federal Credit Union has grown to serve over 14 million members worldwide, making it the largest credit union globally. As a member-owned not-for-profit organization, Navy Federal prioritizes the financial needs of its members. Eligibility for membership extends to all active duty, veterans, civilian and contractor personnel of the Department of Defense and Coast Guard, as well as their families. The organization employs over 24,000 individuals and maintains a global network of more than 360 branches. Additional information about Navy Federal Credit Union can be found at www.navyfederal.org.
About Navy Federal Investment Services
Established in 1999 as a wholly owned subsidiary of Navy Federal Credit Union, Navy Federal Financial Group was created to extend a broader range of financial services to its members. Through its subsidiary, Navy Federal Investment Services (NFIS), the group caters to the financial requirements of Navy Federal members, their families, and the military community. NFIS offers personalized financial planning, educational seminars, investment tools, insurance coverage, trust planning and services, title services, and digital platforms. The firm prides itself on delivering customized services with a profound understanding of its members’ needs. More detailed information about their services can be found at navyfederal.org/investment-services.
It’s important to note that Navy Federal Financial Group, LLC (NFFG) operates as a licensed insurance agency. Non-deposit investments, brokerage, and advisory products are exclusively available through Navy Federal Investment Services, LLC (NFIS), which is a member of FINRA/SIPC and an SEC registered investment advisory firm. NFIS is fully owned by NFFG. Insurance products are provided through both NFFG and NFIS. These financial products are not insured or guaranteed by the NCUA/NCUSIF or any other federal entity and may involve investment risks, including the potential loss of principal. Deposit services and related products are provided by Navy Federal Credit Union.
For opportunities to work with Navy Federal, find more information about career options at www.navyfederal.org/careers.
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