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 the Navy Federal Financial Group and part of the Navy Federal Credit Union family, has earned the distinction of being named one of America’s Top Financial Advisory Firms for 2025. This accolade is issued by Newsweek in partnership with Plant-A Insights Group and marks a significant milestone for the organization, celebrating its 25th anniversary.
"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," stated Diane Young, Chief Operating Officer of Navy Federal Financial Group. "As we celebrate this milestone, we remain committed to delivering exceptional service and innovative solutions to our members."
A Comprehensive Evaluation Process
The selection process for America’s Top Financial Advisory Firms involved an extensive evaluation of more than 15,000 financial advisory firms registered with the Securities and Exchange Commission (SEC). The comprehensive study assessed various criteria, ensuring only the most reputable firms received recognition.
"In today’s financial landscape, Americans desire more than just advice; they seek a trusted partner to guide them in achieving their financial goals," said Nancy Cooper, Global Editor in Chief of Newsweek. "We are proud to introduce America’s Top Financial Advisory Firms 2025, spotlighting companies that exemplify leadership in today’s market."
Navy Federal: A Legacy of Service
Founded in 1933, Navy Federal Credit Union has grown from serving just seven members to becoming the largest credit union in the world, with over 14 million members globally. This member-owned and not-for-profit organization prioritizes the financial needs of its members, which include all Department of Defense and Coast Guard personnel—both active duty and veterans, as well as their families.
Navy Federal boasts a dedicated workforce of over 24,000 individuals and maintains a global network of more than 360 branches. As a part of its commitment to member services, the credit union provides a wide range of financial solutions and resources.
About Navy Federal Investment Services
Launched in 1999, Navy Federal Investment Services (NFIS) was developed as a wholly owned subsidiary of Navy Federal Credit Union to offer a broader array of financial services to its members. The firm’s services range from personalized financial planning, educational seminars, investment tools, to insurance coverage and trust planning. NFIS focuses on delivering customized services to fulfill the distinct needs of Navy Federal members, their families, and the military community.
For more information about job opportunities and services at Navy Federal, please visit navyfederal.org/careers and navyfederal.org/investment-services.
Company Highlights
- Navy Federal Credit Union: The world’s largest credit union, serving over 14 million members since 1933.
- Navy Federal Investment Services: Providing a wide range of financial planning and investment services for over 25 years.
- Accolade Recognition: Named one of America’s Top Financial Advisory Firms for 2025 by Newsweek and Plant-A Insights Group.
As Navy Federal Investment Services looks towards the future, it remains steadfast in its mission to provide trustworthy financial guidance and innovative solutions for its members, continuing to build on its established legacy of excellence in the financial advisory sector.
For press inquiries, please contact:
Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]
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