Navy Federal Investment Services Recognized as One of America’s Top Financial Advisory Firms for 2025: Celebrating 25 Years of Excellence
VIENNA, Va. – April 24, 2025 – Navy Federal Investment Services (NFIS), a subsidiary of Navy Federal Financial Group and part of Navy Federal Credit Union, has received prestigious recognition as one of America’s Top Financial Advisory Firms for 2025 by Newsweek and Plant-A Insights Group. This accolade marks a significant milestone, coinciding with the 25th anniversary of Navy Federal Financial Group’s dedication to serving its members.
Diane Young, the chief operating officer of Navy Federal Financial Group, expressed pride in this achievement. “We are honored to be recognized as one of the top financial advisory firms for 2025. This accomplishment 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,” Young stated.
Methodology Behind the Recognition
The selection process for America’s Top Financial Advisory Firms involved a comprehensive study conducted by Newsweek and Plant-A Insights Group. The research analyzed over 15,000 financial advisory firms registered with the U.S. Securities and Exchange Commission (SEC). The goal was to identify firms that not only excel in financial advising but also provide a trusted partnership for clients looking to achieve their financial goals.
Nancy Cooper, Global Editor in Chief at Newsweek, commented on the significance of this recognition: “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.”
Navy Federal’s Commitment to Members
Navy Federal Credit Union was established in 1933, starting with just seven members, and has since grown into the world’s largest credit union, serving over 14 million members worldwide. The organization emphasizes a member-first approach, offering a range of financial services tailored to the Department of Defense and Coast Guard personnel, veterans, and their families.
Navy Federal Investment Services operates under Navy Federal Financial Group, which was founded in 1999. With a mission to provide comprehensive financial solutions, NFIS offers personalized financial planning, educational seminars, investment tools, insurance coverage, and trust services. By understanding and catering to the unique needs of its members, NFIS continues to uphold Navy Federal’s commitment to excellence in financial service.
For more information about career opportunities at Navy Federal, interested individuals can visit Navy Federal’s career page.
About Navy Federal Credit Union
Navy Federal Credit Union, established as a not-for-profit organization, prioritizes the financial well-being of its members. The organization employs over 24,000 individuals and operates a network of more than 360 branches globally. For more details about Navy Federal Credit Union, including its products and services, visit navyfederal.org. All products offered through Navy Federal are insured federally by the NCUA and adhere to Equal Opportunity Employer standards.
Media Contact:
For additional inquiries or more information, please contact:
Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]
Navy Federal Investment Services and Navy Federal Financial Group remain dedicated to innovating within the financial advisement space, aspiring to foster a financially informed and secure community for all their members.
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