Roger Pikul Jr. Select Wealth Partners

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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, portfolio 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.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
09/29/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
09/24/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

When was the last time you updated your will?
09/22/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
09/17/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Wall Street has a lot of cliches. How many do you know?
09/15/2026

Wall Street has a lot of cliches. How many do you know?

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Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
09/10/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

09/08/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
09/03/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Surprises crop up every day, and they’re a great reason to work with us.
09/01/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

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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