APS Pens Ion & Financi
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APS Pension Financial Services is a financial services consulting firm based in Woodbury, NY, specializing in Retirement Plan Design, ERISA Fiduciary Services, and Wealth Management. With over 40 years of experience, APS is a certified Center for Fiduciary Excellence (CEFEX) firm, adhering to global fiduciary standards. Their knowledgeable team of retirement plan and wealth management specialists provide custom solutions to meet the unique needs of businesses and individuals, ensuring compliance and successful plan governance.
APS offers a comprehensive range of services, including Third Party Administration, Fiduciary Services, Employee Education, and Actuarial Consulting. They work closely with organizations to uncover their specific needs and design tailored solutions, encouraging management and employee action. As an SEC registered investment adviser, APS Wealth Management, LLC provides investment advisory services. Please note that APS Pension Financial Services does not offer legal or tax advice and recommends consulting the appropriate professionals for individual circumstances.
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