APS Pension & Financial Services, Inc., Melville NY
Mark Phillips from APS Pension & Financial Services, Inc.

Mark Phillips

APS Pension & Financial Services, Inc.

About Us

About APS:

Established in 1977, APS is recognized as a leading financial group specializing in retirement plan design and administration, portfolio management, estate planning, and life and health insurance benefits.

Specialties:
Retirement plan administration, Actuarial consulting, 401(k) / 403(b) Fiduciary compliance, 401(k) / 403(b) Co-Fiduciary services, 401(k) / 403(b) Fiduciary compliance assessment, Retirement Programs, Estate Planning, General Retirement Plan Consulting, Insurance, Retirement Plan Trust Management, and Investment Advisory Services.

Members of:
NYSSCPA, PSCA.

Products & Services
We are actuarial consultants and plan design specialists, focusing on a business owners goals and intent. We work with 401k's, defined benefit plan...
By maximizing a client's plan design, we can offer the largest possible tax deductible plan contributions.
Free Consultation Calls by APS Pension & Financial Services, Inc.
When you need to count on expertise, we're here to help. APS Pension & Financial Services, Inc. offers free consultation calls to clients in and ar...
Recommendations Given (2)
"They are very professional and execute their services well."
Recent Activity

Mark from APS Pension & Financial Services, Inc. Answered this on September 26, 2018
We are very focused on our target audience as it is a specific sector of the economy.  Mostly through one on one calls or meetings, and the occasional group meeting. (more) We are very focused on our target audience as it is a specific sector of the economy.  Mostly through one on one calls or meetings, and the occasional group meeting.

Team

Senior Plan Consultant