Roger Pikul Jr. Select Wealth Partners

Roger Pikul Jr. Select Wealth Partners Let our Wealth Advisory Team guide you down the path to achieve the goals that mean the most to you, with strategic, individual financial plans catered to you.

Roger Pikul originally got into the financial industry in 2004 due to an early fascination with the stock market and evaluating companies. Over the years, that fascination changed to helping his clients make better financial decisions and witnessing the positive effect of people achieving their dreams. As a Financial Advisor at Select Wealth Partners, Roger specializes in retirement planning, port

folio building, business retirement planning, and health insurance. Roger believes that building a long-term relationship with clients is absolutely essential to providing the best possible service. He holds Series 7, 24, and 66 securities licenses and is also licensed in life, accident, and health insurance. Roger received his MBA in Finance from Long Island University. He also obtained a Bachelor of Science in Marketing and Management from SUNY New Paltz. Roger strives to emphasize the importance of explaining financial issues to clients in terms that are transparent and easy to understand. In his free time, he enjoys spending time with his wife of 30 years, Karen, and his daughter, Erica.

Do global and international mutual funds complement or conflict with each other?
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Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
08/25/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

08/20/2026

Should gold be a part of your diversified portfolio?

Does your insurance cover you if you get into an accident with an uninsured driver?
08/18/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Your credit score may impact what you pay for auto and home insurance.
08/13/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

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08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

Do you really understand how your homeowners insurance works?
08/11/2026

Do you really understand how your homeowners insurance works?

Purchasing homeowners insurance is critical for protecting your home.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
08/06/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

Find out whether you are insurable before implementing a strategy using life insurance.
07/30/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Address

2354 State Route 17 A
Goshen, NY
10924

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18456159500

Website

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