Navy Federal Investment Services Named America’s Top Financial Advisory Firms 2025 – Celebrating 25 Years of Excellence
VIENNA, Va. – Navy Federal Investment Services (NFIS), a subsidiary of Navy Federal Financial Group and a part of Navy Federal Credit Union, has been honored as one of America’s Top Financial Advisory Firms for 2025. This accolade, awarded by Newsweek in collaboration with Plant-A Insights Group, not only recognizes strong industry performance but also coincides with the 25th anniversary of Navy Federal Financial Group.
Commemorating a Milestone Year
Diane Young, Chief Operating Officer of Navy Federal Financial Group, expressed the firm’s acknowledgment of the prestigious designation, 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.”
The recognition comes after a comprehensive analysis involving over 15,000 financial advisories that are registered with the Securities and Exchange Commission (SEC). This rigorous evaluation process aims to spotlight firms that lead in quality of service, commitment to education, and personalized financial planning.
Trust and Partnership in Financial Services
Nancy Cooper, Global Editor in Chief of Newsweek, commented on the importance of trust in financial planning, remarking, “In today’s financial landscape, Americans want more than just advice—they want a trusted partner to help them achieve their financial goals.” The launch of the “America’s Top Financial Advisory Firms 2025” listing strives to highlight organizations that exemplify leadership and reliability within the financial sector.
About Navy Federal Credit Union
Established in 1933 with just seven members, Navy Federal has grown to become the world’s largest credit union, serving over 14 million members globally. As a member-owned, not-for-profit institution, Navy Federal prioritizes the financial well-being of its members. Eligibility for membership extends to all Department of Defense and Coast Guard active duty personnel, veterans, civilian contractors, and their families. With a workforce of over 24,000 and more than 360 branches worldwide, Navy Federal provides extensive financial services.
For detailed information regarding career opportunities at Navy Federal, potential applicants can visit the organization’s career portal at www.navyfederal.org/careers.
About Navy Federal Investment Services
Navy Federal Financial Group, established in 1999, aims to broaden the financial services available to its members through its subsidiary, Navy Federal Investment Services. NFIS addresses the unique financial needs of Navy Federal members and their families, including the military community, by offering comprehensive services such as personalized financial planning, educational seminars, investment tools, insurance coverage, and trust planning. Their commitment to customized financial service is designed to promote increased financial security for all members.
For further information about the services provided by Navy Federal Investment Services, please visit navyfederal.org/investment-services.
Contact Information
For media 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 affiliated with Navy Federal Credit Union, ensuring a collective commitment to support and educate their members about their financial choices. The organization stresses that certain investment products are not federally insured and carry potential risks.
As Navy Federal Investment Services celebrates this recognition, they reaffirm their dedication to supporting their members in achieving financial prosperity and confidence.
Share this article:
