Roger Pikul Jr., MBA
Senior Financial Advisor
In The Community
My aim is to build a true professional relationship that will benefit my clients for years to come.
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 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.”
Phone 845.294.1313 Email firstname.lastname@example.org
When you go grow up in an area and you attend the schools and your clients are your neighbors, former teachers and colleagues you have a strong sense of dedication. This is OUR community. I’m very proud to have raised my children locally and feel a certain responsibility to give back.
In this section of the website you will find the various projects that we dedicate our resources to. These endeavors include community service, contributions and education.
During the Winter Celebration this year we proudly participated in the program below. It was a special event. Please take a look to learn more. Young Heroes of Warwick: Ambers’ Butterflies & her Beautiful Heart Creates Life Changing Charity / Posted on August 11, 2018 by Warwick Dispatch
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:
I am more than just another employee benefit consultant.
As an independent consultant, I offer benefit plans to business owners without corporate bias.
Explore benefit solutions
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