Roger Pikul Jr., MBA
Senior Financial Advisor
Client relationships are key for Roger Pikul Jr. of Quest Financial Services. As an experienced financial advisor, Roger says building a long-term relationship with his clientele is absolutely essential to providing the best possible service.
“I want to get to know my clients and understand what they want to accomplish and help them work towards their goals. My aim is to build a true professional relationship that will benefit my clients for years to come.”
In addition to his investment experience, Roger offers a number of specialized services:
• Retirement Planning
• Wealth Distribution
• College Funding Plans
• Business Retirement Plans
• Small Business Consulting
Roger has devoted his life to work in the financial services industry. Roger studied Business Administration at SUNY New Paltz and went on to earn his Master’s Degree(MBA) at Long Island University, specializing in Finance. He holds a Series 7 Securities Registration and is licensed in life, accident, and health insurance. Because Quest is a fully independent firm, Roger is free to put his clients’ interests first when providing financial services.
Roger emphasizes the importance of explaining financial issues to his clients in terms that are clear and easily understood.
“At the end of the day, I want my clients to feel comfortable and to be able to sleep at night.”
Education. Appreciation. Fun!
I thoroughly enjoy providing special events for my clients. These fall in three separate categories: educational, entertaining and charitable. Please note, some events are Quest Financial Public Events such as Shred Day and Teacher Appreciation and others are advisor-specific such as Renegades baseball, wine tasting, etc.
See below for upcoming events:
Personalized Service with a clear action plan.
Taking action begins with understanding your complete story. The more detailed you are about your current situation and your desires for the future, the greater the possibility to achieve.
This all begins with filling out the Client Profile. Please click below to get started.