Navy Federal Investment Services Celebrates 25 Years of Excellence as One of America’s Top Financial Advisory Firms for 2025

Navy Federal Investment Services Recognized as One of America’s Top Financial Advisory Firms for 2025

VIENNA, Va. – Navy Federal Investment Services (NFIS), a subsidiary of Navy Federal Credit Union, has been honored as one of America’s Top Financial Advisory Firms for 2025 by Newsweek in collaboration with the Plant-A Insights Group. This recognition marks not only NFIS’s continuing legacy of excellence in financial advisory services but also coincides with the 25th anniversary of Navy Federal Financial Group (NFFG).

A Milestone Achievement

Diane Young, Chief Operating Officer of Navy Federal Financial Group, expressed gratitude for the acknowledgment, 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.”

The ranking is determined through a large-scale study analyzing over 15,000 financial advisories registered with the Securities and Exchange Commission (SEC). The study aims to pinpoint those firms that serve not only as advisors but also as trusted partners for individuals seeking financial guidance.

Insights from Industry Leaders

Nancy Cooper, the Global Editor in Chief at Newsweek, noted the evolving expectations of consumers in today’s financial landscape. “Americans want more than just advice—they want a trusted partner to help them achieve their financial goals,” she stated. The introduction of America’s Top Financial Advisory Firms 2025 is a testament to firms that exemplify what it means to be a financial leader in the contemporary market.

About Navy Federal Credit Union

Founded in 1933 with seven charter members, Navy Federal Credit Union has grown to serve over 14 million members worldwide, maintaining its status as the largest credit union globally. As a member-owned and not-for-profit organization, Navy Federal prioritizes the financial needs of its members. Membership eligibility includes active-duty and veteran personnel of the Department of Defense and Coast Guard, as well as civilian personnel and contractors, along with their families.

The organization employs over 24,000 staff and boasts a network of more than 360 branches globally. For additional information about Navy Federal Credit Union and their services, visit navyfederal.org.

About Navy Federal Investment Services

Navy Federal Financial Group was established in 1999 to provide a comprehensive array of financial services. Through its subsidiary, Navy Federal Investment Services, NFFG caters specifically to the needs of Navy Federal members and the military community, offering personalized financial planning, investment tools, insurance coverage, and more.

By providing tailored services and demonstrating a deep understanding of their members’ financial objectives, NFIS underscores its commitment to fulfilling its mission to support the financial well-being of its members. For more details about the services offered by Navy Federal Investment Services, visit navyfederal.org/investment-services.

Media Contact

For inquiries, please reach out to:

Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]


This recognition reinforces Navy Federal Investment Services’ position as a leader in the financial advisory field, reflecting their dedication to serving the financial interests of their members for over two decades.

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