Financial Advisors

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Trusted Guidance and Expertise

Our advisors can help you pursue your long-term financial goals through planning, investing and making the most of the resources you have.

Our financial advisors work on-site in over 150 Navy Federal Credit Union branches and are available by phone to serve members nationwide.

Financial Planning

Our financial experts can help you understand your options and develop a plan to help you achieve your goals.
Learn Moreabout Financial Planning
Investing

Whether you need a quick opinion, or help planning or managing investments, we can help you grow your money.
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Life Insurance

We can help you prepare for the unexpected and provide a safety net for you and those you love.
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Trust Services

Planning ahead is the best way to ensure your loved ones and your estate will be protected. To give you the most comprehensive services possible, we’ve partnered with Members Trust Company.
Learn Moreabout Trust Services

Your financial future is too important to trust to just anyone—you need a trusted partner.