Navy Federal Investment Services Recognized as One of America’s Top Financial Advisory Firms for 2025
Celebrating 25 Years of Excellence
Vienna, Va. — Navy Federal Investment Services, a distinguished arm 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. This recognition, awarded by Newsweek in partnership with Plant-A Insights Group, coincides with the 25th anniversary of Navy Federal Financial Group, marking a significant milestone in the firm’s history.
In a statement regarding the accomplishment, 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,” Young commented. “As we celebrate this milestone, we remain committed to delivering exceptional service and innovative solutions to our members."
Rigorous Evaluation Process
Newsweek and Plant-A Insights Group’s evaluation process involved a comprehensive analysis of over 15,000 financial advisory firms registered with the Securities and Exchange Commission (SEC). This large-scale study sought to identify the firms that not only offer sound financial advice but also exemplify the qualities of a trusted partner in aiding Americans to achieve their financial goals.
Nancy Cooper, Global Editor in Chief of Newsweek, stated, “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 and Investment Services
Founded in 1933 with just seven members, Navy Federal Credit Union has grown into the world’s largest credit union, serving over 14 million members globally. As a member-owned, non-profit financial institution, Navy Federal prioritizes the financial needs of its members, who include Department of Defense and Coast Guard active duty personnel, veterans, civilian and contractor employees, and their families. The organization boasts a workforce of over 24,000 and operates a network of more than 360 branches worldwide.
Navy Federal Investment Services was established in 1999 to extend a wider array of financial services to its members. Through its office, Navy Federal Investment Services provides personalized financial planning, educational seminars, investment tools, insurance solutions, trust planning, and a range of digital platforms. By tailoring services to meet the unique needs of Navy Federal members and their families, the firm has solidified its commitment to helping clients navigate the complexities of financial planning.
For more information about Navy Federal Investment Services, please visit navyfederal.org/investment-services.
Contact Information
For further inquiries, media representatives can reach out to:
Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]
Conclusion
The recognition of Navy Federal Investment Services as one of America’s Top Financial Advisory Firms for 2025 underlines its deep commitment to member service and excellence in financial advisory services, especially as the firm celebrates its 25th anniversary. With a focus on integrity, trust, and innovative solutions, Navy Federal Investment Services is poised to continue its impactful presence in the financial services landscape.
Share this article:
