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A Simple Approach to Your Finances

A Simple Approach to Your Finances

Simplify your finances by building your savings, protecting your assets and investing in your future with Navy Federal — your one-stop shop for all your planning and investing needs.

Why Navy Federal Investment Services?

Whether you need help mapping out next steps for reaching your financial goals or are looking for tools and services to help you to do it yourself, we can help. When you choose Navy Federal Investment Services, you’ll have a team of professionals who can guide you in helping to build your resources or protecting your assets and loved ones.


Investment Services: See What Your Money Can Do for You

Investing is a great way to grow your money, especially for those big life goals like buying a home, planning for your education or building for retirement. Whether you’re a seasoned investor or a first-timer, we can help.

  • Online Do-It-Yourself Investing Tools
  • Online, Automated Portfolio Management
  • Personalized Investment Strategies

About Investments

Financial Planning Services: Plan Your Future

From saving for an education to retirement planning, our financial advisors can help you evaluate your priorities and outline the strategies to help you achieve your financial goals.

About Financial Planning

Protect Your Family With Life Insurance

Protect your assets and give your loved ones the gift of security with our selection of affordable life insurance.

About Life Insurance

Trust Services

Once you’ve set up a will or trust, you need someone you can trust to make sure your wishes are honored. Haven’t started or need an update? Our partner, Members Trust Company, can connect you with local attorneys.

About Trust Services

Advisory Services

Need advice on how to achieve your financial goals? Our financial advisors are available by phone and on-site in more than 150 branches.

Find an Advisor Near You