Financial Advisors

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Make the Most of Your Money

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

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

We can help you understand your options and develop a plan to help you achieve your goals.
Learn More about Financial Planning
Investing

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

We can help you prepare for the unexpected and provide a safety net for you and those you love.
Learn More about Life Insurance
Estate Planning & Management

Get help with wills, trusts or estate management to ensure your wishes are honored.
Learn More about Estate Planning & Management

We’ll take a look at your whole financial picture to help you with a customized plan that works for you.