Steven J. Musmanno in Melville, New York

Steven Musmanno’s office in Melville

Melville is a business hub in the Town of Huntington in Suffolk County, close to the Long Island Expressway and the Northern State Parkway. APS Pension & Financial Services and APS Wealth Management, LLC list their office at 1 Huntington Quadrangle. This is where Steven leads investment strategy and portfolio management for the firm’s retirement plan and wealth management clients.

Who the Melville office works with

APS has worked with closely held businesses for more than four decades on retirement plan design, administration and investment management. The firm’s work typically involves:

• Business owners who sponsor a 401(k) or defined benefit plan, or are thinking about starting one
• Nonprofit organizations that sponsor 403(b) plans and want an independent review of their plan’s fiduciary practices
• Plan committees that need help writing or updating an investment policy statement and monitoring their investment lineup
• Individuals and families working with APS Wealth Management on portfolio management

Advisory services are offered only where APS Wealth Management, LLC is registered or exempt from registration. See Important Disclosures.

Retirement plan questions Long Island business owners often face

Closely held companies on Long Island, like those anywhere, tend to run into the same planning questions as they grow. These articles cover the most common ones:

• What it means to work with an ERISA fiduciary on your company’s 401(k)
• Defined benefit plans for closely held businesses: when they make sense
• Using the company retirement plan for tax management and wealth creation
• 401(k) vs. 403(b): what private and nonprofit employers should know

Services available through the Melville office

• ERISA plan governance and independent advisory services for 401(k), 403(b) and defined benefit plans (details)
• Risk-based model portfolios and investment lineup management (details)
• Independent fiduciary assessments for private and nonprofit plan sponsors
• Third-party plan administration, actuarial consulting and succession planning through APS Pension & Financial Services

Frequently asked questions

Where is Steven Musmanno located?

In Melville, New York, at the APS Pension & Financial Services office, 1 Huntington Quadrangle, Suite 3N03.

How can I contact Steven J. Musmanno?

Call the APS office at (516) 228-8444 or connect on LinkedIn. More options are on the contact page.

Which Steven Musmanno is this?

This website belongs to Steven J. Musmanno, MBA, AIFA, Chief Investment Officer of APS Pension & Financial Services in Melville, NY. Other people share the Musmanno name; his official profiles are listed on the About page.