How Can I Make My Money Work for Me?
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Grow Your Investment Portfolio
Invest your money and let it grow. Not sure where to begin? We can help you develop a strong, diversified portfolio.
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Plan for Retirement
Find tips to achieve a secure, comfortable retirement—for beginners, those getting ready to retire and everyone in between.
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Plan for Your Child’s Education
Get clarity on how much you need to save, what options are available and where you should start.
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Bring Your 401(k), IRA or TSP With You
Connect with our advisors to learn how to handle multiple retirement accounts.
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Ready to Get Started?
Our financial advisors work on site in more than 150 branches and are available by phone nationwide. Call or visit a branch for a no-cost, no-commitment consultation with an advisor today.
The Right Money Moves for Your Life Events
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Getting Married
Understand each other’s financial history and decide together how you’ll manage money down the road.
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Receiving an Inheritance or Large Sum of Money
Meet with our financial advisors for help with smart strategies to handle the extra money responsibly.
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Understanding Estate and Trust Planning
Put a plan in place ahead of time to ensure your wishes are honored and your assets are protected.
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Running a Business
Have a small business? Thinking about opening one? We have valuable solutions for business owners like you.
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5 Reasons Members Trust Our Advisors
- Highly rated by members
- Holistic approach + expertise in the unique needs of the military community
- No pressure tactics to buy specific investments
- Flexible meeting options include a no-cost consultation
- Part of the award-winning Navy Federal Family
See What Our Members Have to Say
"Been using NFCU Financial Services for more than 20 years. Great service and excellent advice. "UN08
-Navy Federal Member John
FAQs
We break down the answers to our members’ top questions, like what a financial advisor does, what it costs and how to know if you’re ready for their help.
Is a financial advisor right for me?
Once you’ve saved for emergencies and are on a solid financial footing, it’s a great idea to begin considering how you’ll fund your future and protect your assets.