Financial Advisors
We're By Your Side
Our financial advisors work on-site in over 150 Navy Federal Credit Union branches and are available by phone to serve members nationwide.
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Financial Planning
We can help you understand your options and develop a plan to help you achieve your goals.
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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.
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Ready to Get Started?
We’ll take a look at your whole financial picture to help you with a customized plan that works for you.