Navy Federal Investment Services Named Among America’s Top Financial Advisory Firms for 2025
VIENNA, Va.— Navy Federal Investment Services (NFIS), a subsidiary of Navy Federal Financial Group and part of the Navy Federal Credit Union family, has been designated as one of America’s Top Financial Advisory Firms for 2025, as reported by Newsweek and Plant-A Insights Group. This honor recognizes the firm’s dedication to empowering investors through knowledgeable financial guidance and comes at a monumental time, marking the 25th anniversary of Navy Federal Financial Group.
Celebration of Achievement
Diane Young, Chief Operating Officer of Navy Federal Financial Group, expressed her gratitude for this 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. As the organization celebrates this landmark anniversary, it affirms its commitment to providing exceptional service and innovative solutions designed to meet the needs of its members.
Methodology of Recognition
The distinction comes from a comprehensive evaluation conducted by Newsweek and Plant-A Insights Group, which analyzed over 15,000 financial advisory firms registered with the Securities and Exchange Commission (SEC). This study underscores the evolving role of financial advisors, showcasing firms that stand out as trusted partners in helping clients achieve their financial aspirations.
“In today’s financial landscape, Americans want more than just advice—they want a trusted partner to help them achieve their financial goals,” said Nancy Cooper, Global Editor in Chief at Newsweek. The introduction of the “America’s Top Financial Advisory Firms 2025” list aims to spotlight firms that exemplify leadership in the competitive financial market.
About Navy Federal Credit Union
Founded in 1933, Navy Federal Credit Union has grown to serve over 14 million members worldwide, making it the largest credit union in the world. As a member-owned, not-for-profit entity, Navy Federal prioritizes the financial well-being of its members. Membership is available to all Department of Defense and Coast Guard active duty personnel, veterans, civilian employees, contractors, and their families. With a dedicated workforce of over 24,000, Navy Federal operates more than 360 branches globally.
For further information regarding career opportunities at Navy Federal, interested individuals can visit their careers page at www.navyfederal.org/careers.
About Navy Federal Investment Services
Established in 1999, Navy Federal Financial Group aims to broaden the range of financial services available to its members. Its subsidiary, Navy Federal Investment Services, focuses on meeting the financial needs of Navy Federal’s members, their families, and the military community. NFIS offers a broad array of services, including personalized financial planning, educational seminars, investment tools, insurance coverage, trust planning, and digital platforms. By understanding their clientele and delivering tailored services, NFIS continues to fulfill its mission to support the financial journeys of Navy Federal members.
For more detail on Navy Federal’s investment services, visit navyfederal.org/investment-services.
Contact Information
For media inquiries, please contact:
Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]
Navy Federal Credit Union is federally insured by NCUA and encourages equal opportunity in employment.
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