More Than Just Another Employee Benefit Consultant

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Meet Roger Pikul

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.”

We would love to hear from you.

Insurance and benefits can be complicated, we can help.

Solutions from consulting through management.

A successful employee benefits program requires knowledge, planning, and execution of many components.

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Case Studies on how we help clients like you.

Explore our case studies to see how we are helping clients control costs and increase employee satisfaction.

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Compliance videos to simplify complex topics.

Watch our health care reform videos to gain an understanding on how recent legislation affects your benefits program.

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Quest Financial Services
Case Studies

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If you are a business owner with 100 or more employees at the beginning of a plan year, you may be required to file an annual report with the Department of Labor/IRS. This “Form 5500” contains information about the plan and includes disclosure of all commissions and fees received by those who provide services to insured plans. Failure to file these forms by the required deadlines could result in substantial penalties.