Navy Federal Investment Services Recognized as One of America’s Top Financial Advisory Firms for 2025
VIENNA, Va. – October 9, 2023 – Navy Federal Investment Services, part of the Navy Federal Financial Group and a subsidiary of Navy Federal Credit Union, has been awarded the title of one of America’s Top Financial Advisory Firms for 2025 by Newsweek and Plant-A Insights Group. This prestigious accolade not only underscores Navy Federal’s dedication to empowering investors but also marks a significant milestone: its 25th anniversary of serving members.
Diane Young, the Chief Operating Officer of Navy Federal Financial Group, expressed her gratitude for this 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,” Young stated. She emphasized the company’s ongoing commitment to providing exceptional service and innovative solutions to its members.
Celebrating a Significant Milestone
The recognition coincides with Navy Federal Financial Group’s 25-year journey of excellence. Since its establishment, the firm has focused on helping its members navigate the complexities of financial planning and investment. This achievement is significant as it reflects the organization’s longstanding commitment to its members and their financial wellness.
Methodology Behind the Recognition
The ranking of the top financial advisory firms in the United States was established through a comprehensive study conducted by Newsweek in collaboration with Plant-A Insights Group. The research included an analysis of more than 15,000 financial advisories registered with the Securities and Exchange Commission (SEC). The firms were evaluated based on a variety of criteria, including their reputation, functionality, and overall service to clients.
Nancy Cooper, Global Editor in Chief at Newsweek, commented on the program’s importance, stating, "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 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."
About Navy Federal Investment Services
Navy Federal Financial Group (NFFG) was founded in 1999 with the vision of offering comprehensive financial services tailored specifically for its members. Operating through its subsidiary, Navy Federal Investment Services (NFIS), the organization is dedicated to addressing the diverse financial needs of Navy Federal members, their families, and the military community at large.
Navy Federal Investment Services offers personalized financial planning, investment tools, insurance solutions, trust planning services, educational seminars, and digital platforms. By prioritizing customized service and maintaining a robust understanding of its clients’ needs, the organization fulfills its mission of supporting the financial aspirations of Navy Federal members.
Additional Information
Navy Federal Credit Union, established in 1933, serves over 14 million members worldwide and is recognized as the largest credit union globally. As a member-owned, not-for-profit organization, Navy Federal is committed to placing the financial needs of its members at the forefront. The institution employs over 24,000 individuals and maintains a network of more than 360 branches globally.
For more information about job opportunities at Navy Federal, please visit www.navyfederal.org/careers. For further insights into Navy Federal Investment Services, you can explore navyfederal.org/investment-services.
Contact Information
For media inquiries, please reach out to:
Azize Hazou-Gonzales
Corporate Communications
Phone: 571-606-7216
Email: [email protected]
As Navy Federal Investment Services celebrates this significant recognition, it remains steadfast in its mission to provide innovative and effective financial guidance to its members, ensuring their financial futures are secure and prosperous.