Lars Refvik, Financial Services Professional

Lars Refvik, Financial Services Professional Investment Advisor Representative Preparing for the next step in life isn’t always easy. I assist clients and help them meet their long-term financial goals.

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I work closely with my clients and can also work with you to:

· Define your personal financial goals

· Develop a financial strategy that can help you achieve these goals

· Suggest suitable products and solutions based

on your needs

· Implement your strategy with products and services that help meet your needs. I am licensed to sell insurance in CT, FL and NY and securities in CT, FL and NY. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org) Supervisory address: 250 Pehle Ave, Suite 405, Saddle Brook NJ 07663, 973-237-0100.

One-third of small business owners don’t have an estate plan in place. Don’t leave your family and your business’ future...
12/15/2025

One-third of small business owners don’t have an estate plan in place. Don’t leave your family and your business’ future to chance. Call me today to make sure they’re protected.
Source: MassMutual Business Owner Perspectives Study, 2025

You insure your home, car, and jewelry. So why not you insure the asset that pays for them? Let’s talk about the importa...
12/11/2025

You insure your home, car, and jewelry. So why not you insure the asset that pays for them? Let’s talk about the importance of protecting your income with disability income insurance. Contact me today.

Estate planning isn't just personal; it also protects your business. Safeguard your legacy and keep things running smoot...
12/01/2025

Estate planning isn't just personal; it also protects your business. Safeguard your legacy and keep things running smoothly for your team and family. Contact me today to get started.

As artificial intelligence(AI) continues to reshape various aspects of our world, including the financial sector, stayin...
11/20/2025

As artificial intelligence(AI) continues to reshape various aspects of our world, including the financial sector, staying informed and maintaining a long-term-focused approach to wealth is crucial. While AI can offer many potential advantages, it also presents new challenges and catchy trends that require careful consideration with a trusted financial professional. Let’s work together to navigate the evolving, and often complex, financial landscape.

https://reut.rs/4r6o4SN

71% of small businesses say they rely on one or two key people, but only 21% have key employee life insurance. Call me t...
11/17/2025

71% of small businesses say they rely on one or two key people, but only 21% have key employee life insurance. Call me today to ensure you have the coverage you need.
Source: NAIC, 2022

Losing a key team member can disrupt your business. Key person protection ensures stability and continuity. Plan today t...
11/03/2025

Losing a key team member can disrupt your business. Key person protection ensures stability and continuity. Plan today to safeguard your success. Contact me to learn more.

As the year comes to a close, it’s a good time to review your investment portfolio and consider strategies that may help...
10/30/2025

As the year comes to a close, it’s a good time to review your investment portfolio and consider strategies that may help minimize tax liabilities. One approach is tax loss harvesting, and there are many others that may make more sense for your portfolio. Let’s work together, along with your tax advisor, to make the most of your investments.

70% of full-time workers would switch jobs for better benefits. Don’t lose great talent—offer a plan that keeps your tea...
10/20/2025

70% of full-time workers would switch jobs for better benefits. Don’t lose great talent—offer a plan that keeps your team happy, loyal, and productive. Contact me today to learn how.
Source: The Economist Group, 2024

A long-term disability can derail retirement plans. Some disability policies help keep your retirement savings on track,...
10/16/2025

A long-term disability can derail retirement plans. Some disability policies help keep your retirement savings on track, even when you’re not able to work. Learn about your options now.

Happy, loyal, and productive employees are vital to your business. Offering the right employee benefits can make all the...
10/06/2025

Happy, loyal, and productive employees are vital to your business. Offering the right employee benefits can make all the difference. Let’s build a plan that works for your business and your people. Contact me today.

From maximizing retirement contributions to donating to charity, there are ways to reduce potential tax liability and he...
09/25/2025

From maximizing retirement contributions to donating to charity, there are ways to reduce potential tax liability and help make the most of your money. Let’s discuss how I can help you create a tax-efficient strategy for your income and assets through the end of the year.

Many people underestimate how long a disability can last. Savings won’t cover you forever, but the right disability inco...
09/25/2025

Many people underestimate how long a disability can last. Savings won’t cover you forever, but the right disability income insurance coverage can buy you time and peace of mind. Let’s talk about helping protect your income and savings.

Address

500 N. Broadway, Suite 238
Jericho, NY
11753

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