Navy Federal Investment Services Celebrates 25 Years of Excellence with Recognition as One of America’s Top Financial Advisory Firms 2025
Vienna, Va. — Navy Federal Investment Services (NFIS), a division of Navy Federal Financial Group and a subsidiary of Navy Federal Credit Union, has been honored as one of America’s Top Financial Advisory Firms for 2025. This prestigious recognition comes from Newsweek and Plant-A Insights Group, highlighting NFIS’s dedication to delivering exceptional financial advisory services. The announcement also marks a significant milestone—the 25th anniversary of Navy Federal Financial Group.
A Quarter Century of Commitment and Growth
Founded in 1999, Navy Federal Financial Group was established to broaden the financial service offerings for Navy Federal members. Through its subsidiary, Navy Federal Investment Services, it has consistently provided personalized financial planning, investment guidance, insurance solutions, trust and title services, as well as innovative digital platforms designed to meet the unique needs of military personnel, their families, and the broader Navy Federal membership.
Diane Young, Chief Operating Officer of Navy Federal Financial Group, expressed pride in the accomplishment, 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.”
Rigorous Selection by Newsweek and Plant-A Insights Group
The selection of America’s Top Financial Advisory Firms is the result of an extensive study analyzing more than 15,000 SEC-registered financial advisories across the United States. The process underscores firms that not only provide expert financial advice but also establish trusted partnerships to help clients attain their financial goals.
Nancy Cooper, Global Editor in Chief at Newsweek, highlighted the growing demand among Americans for dependable financial partners. “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,” she said.
Navy Federal Credit Union: A Strong Foundation
Established in 1933 with just seven members, Navy Federal Credit Union has grown into the world’s largest credit union, proudly serving more than 14 million members worldwide. As a not-for-profit, member-owned organization, Navy Federal places the financial well-being of its members at the forefront. Membership is available to all Department of Defense and Coast Guard active duty, veterans, civilian and contractor personnel, and their families.
With a workforce exceeding 24,000 employees and a global network of over 360 branches, Navy Federal continues to support its diverse membership through comprehensive financial products and services. For more about careers and opportunities at Navy Federal, visit www.navyfederal.org/careers.
About Navy Federal Investment Services
Navy Federal Investment Services operates as a wholly owned subsidiary under Navy Federal Financial Group, offering tailored investment advisory services focused on meeting the financial needs of the military community and Navy Federal members. NFIS is registered with the SEC and a member of FINRA and SIPC. It delivers a broad suite of services including financial planning, investment management, education seminars, insurance, and trust services, all underpinned by a commitment to personalized, member-centric support.
For more information about Navy Federal Investment Services, visit navyfederal.org/investment-services.
Important Disclosures
Navy Federal Financial Group, LLC is a licensed insurance agency. Investment, brokerage, and advisory products are sold only through Navy Federal Investment Services, LLC. These products are not federally insured and may involve investment risks including possible loss of principal. They are not obligations of Navy Federal Credit Union or guaranteed by any government agency.
Media Contact:
Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]
About Navy Federal Credit Union
Navy Federal is committed to serving the financial needs of the military community with integrity, innovation, and comprehensive service. Learn more at navyfederal.org.
Smart Money Mindset will continue to follow Navy Federal Investment Services as it progresses in its mission to empower military families and individuals with trusted financial guidance and innovative services.