Navy Federal Investment Services Recognized Among America’s Top Financial Advisory Firms 2025
Celebrates 25 Years of Dedicated Service to Military Community and Members
VIENNA, Va. — Navy Federal Investment Services (NFIS), a leading subsidiary of Navy Federal Financial Group (NFFG) and part of the globally renowned Navy Federal Credit Union, has been honored as one of America’s Top Financial Advisory Firms for 2025. This prestigious accolade was awarded by Newsweek in collaboration with Plant-A Insights Group, underscoring NFIS’s commitment to delivering trusted financial guidance and personalized service to its members. The recognition coincides with a landmark milestone—the 25th anniversary of Navy Federal Financial Group.
A Milestone of Excellence and Member Commitment
Since its establishment in 1999, Navy Federal Financial Group has expanded its mission to provide a broader array of financial services tailored to the unique needs of military members, veterans, their families, and the wider Department of Defense community. Diane Young, Chief Operating Officer of NFFG, expressed pride in the achievement, 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 award from Newsweek and Plant-A Insights Group is the result of an extensive nationwide study involving over 15,000 financial advisory firms registered with the Securities and Exchange Commission (SEC). This rigorous evaluation process identifies firms that embody excellence, innovation, and a deep understanding of client needs in today’s evolving financial landscape.
What This Recognition Means for Members
Nancy Cooper, Global Editor-in-Chief at Newsweek, remarked on the importance of trusted financial partnerships, “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.”
For Navy Federal members, this recognition reinforces the credit union’s dedication to offering comprehensive financial planning services ranging from investment advisory and insurance solutions to trust and estate planning. NFIS leverages personalized strategies, educational seminars, and advanced digital platforms to empower members to make confident financial decisions.
About Navy Federal Credit Union and Navy Federal Financial Group
Founded in 1933 with just seven members, Navy Federal Credit Union has grown to become the world’s largest credit union, proudly serving more than 14 million members worldwide. As a not-for-profit, member-owned institution, Navy Federal prioritizes the financial well-being of military personnel, veterans, Department of Defense and Coast Guard civilians, contractors, and their families. With a dedicated workforce exceeding 24,000 employees and an extensive network of more than 360 branches globally, Navy Federal continues to expand its impact.
Navy Federal Financial Group, established to extend the range of financial services available to members, operates Navy Federal Investment Services to deliver specialized advisory and investment solutions. As a licensed insurance agency and an SEC-registered investment advisory firm, NFIS adheres to rigorous standards of professionalism, compliance, and fiduciary responsibility.
Explore Opportunities and Learn More
Individuals interested in joining Navy Federal’s award-winning team or learning more about its services can visit navyfederal.org/careers. For further details on investment services, please visit navyfederal.org/investment-services.
Media Contact:
Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]
Navy Federal Investment Services’ distinction as a top financial advisory firm of 2025 not only honors decades of trusted service but also sets a promising path forward, reaffirming its role as a steadfast partner in the financial journeys of the military community and beyond.
For additional information about Navy Federal Credit Union and its commitment to members’ financial health, please visit navyfederal.org.
Federally insured by NCUA. Equal Opportunity Employer.