APS Pension and Financial Services Email Format

Financial ServicesNew York, United States11-50 Employees

APS Pension and Financial Services is a financial services firm based in Melville, New York, founded in 1977. The company operates as a holistic advisory practice focused on retirement planning, estate planning, investment strategies, family business preservation, and asset protection, delivering comprehensive wealth management and retirement plan solutions through a single team. Its client base includes individuals, organizations, and their employees, with a focus on guiding clients through various life events by integrating wealth management with retirement plan compliance and ERISA plan management. The firm emphasizes professional credentials and adherence to industry standards set by SEC, FINRA, and ASPPA, underscoring a emphasis on integrity and service in its advisory work. APS traces its origins to a third-party administrator role and has developed over several decades of experience to address complex financial needs within its practice.

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