Navy Federal Investment Services Recognized as One of America’s Top Financial Advisory Firms for 2025
VIENNA, Va. – Navy Federal Investment Services, part of the Navy Federal Financial Group and a subsidiary of Navy Federal Credit Union, has earned a prestigious title as one of "America’s Top Financial Advisory Firms 2025." This accolade, bestowed by Newsweek in partnership with Plant-A Insights Group, not only signifies the company’s commitment to supporting investors in making informed financial decisions but also celebrates the 25th anniversary of the Navy Federal Financial Group.
A Commitment to Excellence
Diane Young, Chief Operating Officer of Navy Federal Financial Group, expressed her gratitude for the recognition. “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,” said Young. She emphasized the firm’s ongoing commitment to delivering exceptional service and innovative solutions for its members, a principle that has guided the organization since its inception.
Rigorous Selection Process
The evaluation process for this recognition was extensive. Newsweek and Plant-A Insights Group conducted a large-scale study analyzing over 15,000 financial advisory firms registered with the Securities and Exchange Commission (SEC). The selection criteria focused on various factors that define quality financial advisory practices, aiming to identify firms that not only excel in advice but also create trustworthy partnerships to help clients achieve their financial goals.
“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,” stated Nancy Cooper, Global Editor in Chief at Newsweek.
About Navy Federal Financial Group
Founded in 1933 by just seven members, Navy Federal Credit Union has grown to become the world’s largest credit union, serving more than 14 million members internationally. As a not-for-profit, member-owned organization, Navy Federal places the financial needs of its members at the forefront of its services. Membership is open to all Active Duty, Veterans, civilian and contractor personnel in the Department of Defense and Coast Guard, as well as their families.
Navy Federal Investment Services operates under the umbrella of the Navy Federal Financial Group, which was established in 1999. This subsidiary aims to provide a comprehensive range of financial services tailored for its members, including personalized financial planning, educational seminars, investment tools, and insurance coverage.
Moving Forward
As Navy Federal Investment Services celebrates this remarkable achievement, it continues to prioritize innovation and member satisfaction. For those interested in learning more about career opportunities within Navy Federal, further information can be found at navyfederal.org/careers.
In conclusion, this recognition as one of America’s Top Financial Advisory Firms highlights Navy Federal Investment Services’ dedication to excellence in financial advising, making it a trusted resource for its members’ financial needs. For more details about its investment services, visit navyfederal.org/investment-services.
Media Contact
For further inquiries, please contact:
Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]
Navy Federal Financial Group and Navy Federal Investment Services are licensed entities that provide innovative financial solutions. However, insured deposits and other products are offered exclusively by Navy Federal Credit Union and are governed by specific regulations.
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