Navy Federal Investment Services Recognized as One of America’s Top Financial Advisory Firms for 2025
VIENNA, Va. — Navy Federal Investment Services (NFIS), part of Navy Federal Financial Group and a subsidiary of Navy Federal Credit Union, has been honored with the title of one of America’s Top Financial Advisory Firms for 2025, as announced by Newsweek and Plant-A Insights Group. This recognition comes as NFIS celebrates a significant milestone—its 25th anniversary—marking a quarter century of service and dedication to helping investors make informed financial decisions.
Diane Young, Chief Operating Officer of Navy Federal Financial Group, expressed pride in 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. As we celebrate this milestone, we remain committed to delivering exceptional service and innovative solutions to our members.”
Criteria for Recognition
The selection process for identifying the top financial advisory firms involved a comprehensive study conducted by Newsweek and Plant-A Insights Group. This rigorous analysis evaluated over 15,000 financial advisory firms registered with the Securities and Exchange Commission (SEC). The study aimed to highlight firms that not only provide sound financial advice but also foster trust and partnership with their clients.
Nancy Cooper, Global Editor in Chief of Newsweek, remarked, “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 Credit Union and Investment Services
Founded in 1933 with just seven members, Navy Federal Credit Union has grown to be the largest credit union in the world, serving over 14 million members globally. As a member-owned, non-profit organization, Navy Federal prioritizes its members’ financial needs. Membership eligibility includes Department of Defense and Coast Guard Active Duty personnel, Veterans, civilian employees, contractors, and their families. The organization employs a workforce of more than 24,000 and operates more than 360 branches worldwide.
Navy Federal Investment Services, established in 1999, is a wholly owned subsidiary of Navy Federal Credit Union. NFIS aims to provide a broad spectrum of financial services tailored to the needs of its members and their families. These services include personalized financial planning, educational seminars, investment tools, insurance options, trust planning, and digital platforms, all designed to enhance the financial well-being of its clients.
For more information about career opportunities with Navy Federal, interested individuals can visit www.navyfederal.org/careers.
Conclusion
The acknowledgment as one of America’s Top Financial Advisory Firms for 2025 is more than just an accolade for Navy Federal Investment Services; it is a testament to its 25 years of unwavering commitment towards offering quality financial advice and customized solutions to its members. As the firm looks ahead, it remains dedicated to upholding the trust and support of its clientele in navigating their financial futures.
For additional information regarding Navy Federal Investment Services, please visit navyfederal.org/investment-services.
This recognition reinforces Navy Federal’s mission to serve the financial needs of those who serve the nation, ensuring that its members receive the best possible support to achieve their financial objectives.
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