APS Pension and Financial Services Employee Directory

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.

Find APS Pension and Financial Services employees' phone numbers or email addresses

APS Pension and Financial Services Global Highlights

Location
Employees

North America
27

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  • United States Of America
    27

APS Pension and Financial Services's Leadership

  • Stylized image of a person
    C. V.
    Chief Operating Officer
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  • Stylized image of a person
    S. J. M.
    Chief Investment Officer, Accredited Investment Fiduciary Analyst
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  • Stylized image of a person
    S. A.
    President
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  • Stylized image of a person
    S. E. N.
    Owner
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  • Stylized image of a person
    D. P.
    Vice President
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  • Stylized image of a person
    D. F.
    Vice President
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  • Stylized image of a person
    J. L.
    Director Of Research
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  • Stylized image of a person
    A. S.
    401(k) Team Leader
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Contact profiles from APS Pension and Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. B.
    Pension Administrator
    Phone icon
    United StatesNew York
    Nov 19, 2025
  • Stylized image of a person
    N. S.
    Paralegal
    Phone icon
    United StatesNew York
    Nov 19, 2025
  • Stylized image of a person
    K. D.
    Asset Protection Specialist
    Phone icon
    United StatesVirginia
    Nov 17, 2025
  • Stylized image of a person
    A. P.
    Administrative Assistant
    Phone icon
    United States
    Nov 19, 2025
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    B. H.
    Financial Consultant
    Phone icon
    United StatesNew York
    Feb 05, 2024
  • Stylized image of a person
    C. K.
    Bookkeeper
    Phone icon
    United StatesNew York
    Oct 16, 2024
  • Stylized image of a person
    K. F.
    Pension Consultant
    Phone icon
    United StatesNew York
    Oct 22, 2024
  • Stylized image of a person
    R. C.
    Life Insurance Specialist
    Phone icon
    United StatesVirginia
    Oct 21, 2024
  • Stylized image of a person
    S. M.
    Plan Administrator
    Phone icon
    Oct 03, 2025
  • Stylized image of a person
    S. J. M.
    Chief Investment Officer, Accredited Investment Fiduciary Analyst
    Phone icon
    United StatesNew York
    Nov 19, 2025

Frequently Asked Questions

What is APS Pension and Financial Services known for?

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APS Pension and Financial Services was founded in 1977 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore APS Pension and Financial Services's company overview page for more information.

What is APS Pension and Financial Services's most common email format?

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APS Pension and Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more APS Pension and Financial Services email formats with LeadIQ.

How many employees does APS Pension and Financial Services have currently?

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APS Pension and Financial Services has approximately 15 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are APS Pension and Financial Services's key employees and leadership?

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As of December 2025, APS Pension and Financial Services's key employees include:

  • Chief Operating Officer: C. V.
  • Chief Investment Officer, Accredited Investment Fiduciary Analyst: S. J. M.
  • President: S. A.
  • Owner: S. E. N.
  • Vice President: D. P.

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