APS Pension and Financial Services

Financial ServicesNew York, United States11-50 Employees

As a holistic financial advisory firm, APS delivers expertise across a wide range of services all within a single practice. The combined experience of our advisors spans more than four decades and includes continuous education and professional development in numerous areas. We’re confident in our ability to guide you through whatever life brings.

APS offers unparalleled  levels of expertise, integrity, and service in such critical areas as retirement planning, estate planning, investment strategies, family business preservation, and asset protection. It is a testament to our reputation that accountants, attorneys, and insurance professionals consistently refer their clients to APS for specialized assistance in these vital areas.

We bring the unique combination of working with you, your organization and your employees to help deliver Comprehensive Wealth Management and Retirement Plan Solutions.

APS was founded in 1977 exclusively as a Third-Party Administrator (TPA). Today, APS Pension & Financial Services is an SEC Registered Investment Advisor with expertise in ERISA plan Management. We adhere to the SEC, FINRA, and the global fiduciary standards of the American Society of Pension Professionals & Actuaries (ASPPA). Our dedicated team has over 47 Years of wealth management and retirement plan compliance expertise.

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