Navy Federal Investment Services Named America’s Top Financial Advisory Firms 2025 – Celebrating 25 Years of Excellence

Navy Federal Investment Services, a part of Navy Federal Financial Group, a subsidiary of Navy Federal Credit Union, has been recognized as one of America’s Top Financial Advisory Firms 2025 by Newsweek and Plant-A Insights Group. This prestigious acknowledgement not only highlights our commitment to help investors make informed confident financial decisions but also coincides with a significant milestone: the 25^th anniversary of Navy Federal Financial Group.

“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 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.”

Newsweek and Plant-A Insights Group recognize the top financial advisory firms in the United States, by conducting a large-scale study based on the analysis of over 15,000 financial advisories registered with the Securities and Exchange Commission (SEC).

“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.” – Nancy Cooper – Global Editor in Chief – Newsweek

For more information about jobs at Navy Federal, visit www.navyfederal.org/careers.

About Navy Federal Credit Union: Established in 1933 with only seven members, Navy Federal now has the distinct honor of serving more than 14 million members globally and is the world’s largest credit union. As a member-owned and not-for-profit organization, Navy Federal always puts the financial needs of its members first. Membership is open to all Department of Defense and Coast Guard Active Duty, Veterans, civilian and contractor personnel, and their families. Navy Federal employs a workforce of over 24,000 and has a global network of more than 360 branches. For more information about Navy Federal Credit Union, visit navyfederal.org. Federally insured by NCUA. Equal Opportunity Employer.

About Navy Federal Investment Services: Navy Federal Financial Group (NFFG) was established in 1999 as a wholly owned subsidiary of Navy Federal Credit Union with the goal of offering a wider range of financial services to its members. NFFG operates through its subsidiary, Navy Federal Investment Services (NFIS), to cater to the financial needs of Navy Federal members, their families and the military community. NFIS provides personalized financial planning, educational seminars, investment tools, insurance coverage, trust planning and services, title services and digital platforms. By delivering customized service, utilizing diverse channels and demonstrating a deep understanding of our members, Navy Federal Investment Services has the privilege of fulfilling the mission for Navy Federal members. For further information, please visit navyfederal.org/investment-services.

Navy Federal Financial Group, LLC (NFFG) is a licensed insurance agency. Non-deposit investments, brokerage, and advisory products are only sold through Navy Federal Investment Services, LLC (NFIS), a member of FINRA/SIPC and an SEC registered investment advisory firm. NFIS is a wholly owned subsidiary of NFFG. Insurance products are offered through NFFG and NFIS. These products are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of Navy Federal Credit Union (NFCU), are not offered, recommended, sanctioned, or encouraged by the federal government, and may involve investment risk, including possible loss of principal. Deposit products and related services are provided by NFCU. Financial Advisors are employees of NFFG and are employees and registered representatives of NFIS. NFIS and NFFG are affiliated companies under the common control of NFCU.

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