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We Can Help With the Big Decisions

We Can Help With the Big Decisions

Building a solid financial future is not a one-size-fits-all kind of plan. You need a strategy that fits your needs and your finances. Most of all, you need a team who understands your whole financial picture.

Let's Start PlanningLet's Start Planning

Own Your Financial Future

Take the guesswork out of building a solid financial future. No matter what stage of life you’re in, we can help make your vision a reality.

How Can I Make My Money Work for Me?

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.

Take the Next Step

The Right Money Moves for Your Life Events

5 Reasons Members Trust Our Advisors

  1. Highly rated by members
  2. Holistic approach + expertise in the unique needs of the military community 
  3. No pressure tactics to buy specific investments
  4. Flexible meeting options include a no-cost consultation
  5. Part of the award-winning Navy Federal Family

Let's Get Started

- Here are five reasons why you should trust Navy Federal investment services advisors for your financial planning. Reason number one, we don't pressure you to buy specific investments. Because we don't offer any proprietary investment funds, we aren't distracted by trying to sell you our own specific investments. What we are is committed to always doing what's right for you and your circumstances.

Reason number two, we understand the individual needs of all our members, with expertise in the unique needs of the military. There's no one size fits all template here. Our advisors are trained to look at your whole financial picture, match it to what you want to achieve, and help you create a realistic way to get there. They're also specially trained on what service members, veterans, and their families face. So from education and retirement planning to investing and estate planning, we've got you. And you can get a no-cost consultation.

Reason number three, you can meet with us in person at more than 150 branches nationwide. Don't have time for an in-person visit? We can meet virtually or over the phone. And it's easy to set up an appointment. Just call 877-221-8108 or email invest@navyfederal.org. Gotta love that convenience.

Reason number four, our members rate us 4.7 out of 5 stars on Trustpilot. Reason number five, we're part of the award-winning Navy Federal family. "Our members are the mission" isn't just a tagline to us. It's how we treat those we serve.

But don't take our word for it. Navy Federal is number one on Newsweek's list of most trustworthy companies in America and number one among multichannel banks for customer experience in Forrester's CX Index survey.

Before you get started, if you're not already a Navy Federal Credit Union member, you'll need to join. But it's easy. You can even do it online. All branches of the military, veterans, DOD employees, and their family members are eligible. Navy Federal Credit Union-- our members are the mission. Set up an appointment at navyfederal.org.

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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.

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.

Choosing the right mix of investments requires an in-depth understanding of your investment objectives, risk tolerance and how long you have to save. We’ll work with you to develop a personalized plan that best fits your goals and finances.

Whether you’re just beginning to save for a rainy day or want to begin planning for retirement, we have educational resources to help you build your financial confidence. When you’re ready, our financial advisors will be there.

Your initial consultation is completely free. After that, any costs would depend on the kinds of services you use and the complexity of your portfolio.