Navy Federal Investment Services Recognized as One of America’s Top Financial Advisory Firms for 2025
VIENNA, Va. – Navy Federal Investment Services, a subsidiary of Navy Federal Financial Group and part of Navy Federal Credit Union, has received the prestigious title of one of America’s Top Financial Advisory Firms for 2025. This recognition comes from a collaboration between Newsweek and Plant-A Insights Group, celebrating not only the quality of services provided but also marking a significant milestone: the 25th anniversary of Navy Federal Financial Group.
Commitment to Financial Guidance
Diane Young, Chief Operating Officer of Navy Federal Financial Group, expressed pride in the acknowledgment. “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 we celebrate this milestone, we remain committed to delivering exceptional service and innovative solutions to our members.”
The distinction is the result of a comprehensive study that evaluated over 15,000 financial advisory firms registered with the Securities and Exchange Commission (SEC). According to Nancy Cooper, Global Editor in Chief of Newsweek, the goal of this survey was to identify firms that not only offer advice but also serve as reliable partners in helping clients achieve their financial objectives. “In today’s financial landscape, Americans want more than just advice—they want a trusted partner,” Cooper noted.
Background on Navy Federal Investment Services
Navy Federal Financial Group was established in 1999 to expand the available financial services to Navy Federal Credit Union members. Through its subsidiary, Navy Federal Investment Services, the group provides a wide array of services tailored to meet the unique financial needs of its members, including personalized financial planning, educational seminars, investment tools, insurance coverage, and digital platforms.
By offering customized service and maintaining a deep understanding of member needs, Navy Federal Investment Services has effectively fulfilled its mission of serving the military community and their families.
About Navy Federal Credit Union
Founded in 1933 with just seven members, Navy Federal Credit Union has grown to become the largest credit union in the world, now serving over 14 million members globally. As a member-owned, not-for-profit organization, Navy Federal prioritizes the financial well-being of its members. Membership is available to all active duty, veterans, civilian personnel, and their families within the Department of Defense and Coast Guard. The organization has a dedicated workforce of over 24,000 employees and maintains a global network of more than 360 branches.
For additional information and job opportunities at Navy Federal, prospective candidates can visit www.navyfederal.org/careers.
Conclusion
The recognition as one of America’s Top Financial Advisory Firms for 2025 underscores Navy Federal Investment Services’ longstanding commitment to excellence in financial advisory services. As they celebrate 25 years, they remain dedicated to empowering members to navigate their financial journeys with confidence.
For further insights into the services offered by Navy Federal Investment Services and to learn more about their various offerings, visit navyfederal.org/investment-services.
Media Contact
Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]
This article is intended for informational purposes only and highlights Navy Federal Investment Services’ recent achievement.
Share this article:
