Navy Federal Investment Services Recognized as One of America’s Top Financial Advisory Firms for 2025
Vienna, VA – In a significant recognition of excellence within the financial advisory sector, Navy Federal Investment Services has been named one of America’s Top Financial Advisory Firms for 2025. This accolade is awarded by Newsweek in collaboration with Plant-A Insights Group, marking an impressive achievement for the organization as it celebrates 25 years of dedicated service.
A Milestone Honor
Diane Young, Chief Operating Officer of Navy Federal Financial Group, expressed her pride in this 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 Navy Federal Investment Services reaches this significant milestone, it remains committed to providing exceptional service and innovative financial solutions to its members. The firm aims to empower investors to make informed and confident financial decisions, continuing its legacy of excellence.
The Selection Process
The list of top financial advisory firms is derived from an extensive study conducted by Newsweek and Plant-A Insights Group. The research involved the analysis of over 15,000 financial advisory firms registered with the Securities and Exchange Commission (SEC). The selection criteria focused on various factors, including client satisfaction, the resources available, and the quality of advice provided.
Nancy Cooper, Global Editor in Chief of Newsweek, commented on the importance of recognizing trustworthy financial advisory firms, stating, “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, highlighting companies that exemplify what it means to be a financial leader in today’s market.”
About Navy Federal Credit Union
Founded in 1933, Navy Federal Credit Union is the largest credit union in the world, serving over 14 million members globally. As a member-owned, not-for-profit organization, Navy Federal prioritizes the financial needs of its members, which includes all Department of Defense and Coast Guard Active Duty personnel, Veterans, their families, and others associated with the military community. The credit union employs over 24,000 people and boasts a network of more than 360 branches worldwide.
About Navy Federal Investment Services
Established in 1999, Navy Federal Investment Services operates as a wholly owned subsidiary of Navy Federal Credit Union. It was created to provide a wider range of financial services to Navy Federal members and their families. Through personalized financial planning, educational seminars, investment tools, insurance coverage, and trust services, Navy Federal Investment Services aims to meet and exceed the financial needs of its diverse clientele.
For more information about Navy Federal Investment Services and their offerings, please visit Navy Federal Investment Services.
Contact Information
For media inquiries, please contact:
Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]
This recognition of Navy Federal Investment Services not only honors its 25-year legacy but also reinforces its commitment to building strong, trusting relationships with its members, helping them achieve their financial aspirations.
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