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Mario Oferman, Financial Services Professional with Nylife Securities LLC

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Johnston, RI
Mario Oferman, Financial Services Professional with Nylife Securities LLC

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Registered Representative offering securities
products and services through NYLIFE
Securities LLC. (Member FINRA/SIPC), A
Licensed Insurance Agency.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

1301 Atwood Avenue
Suite 306N
Johnston, RI 02919
Office: 401-276-8742
Cell: 401-428-2949
Text: 401-373-8989

10/30/2026

🍽️ Dinner & Learn in Fall River!

Hey everyone! Wanted to share an upcoming event for anyone 50+ or local business owners who might be interested!

We're hosting a Dinner & Learn at Sagres Restaurant, where we'll enjoy some good food and conversation while discussing ways to make the most of your finances heading into the new year!

We'll touch on retirement planning, tax-efficient strategies, protecting what you've worked hard for, and making smarter financial decisions for the future.

📅 Thursday, November 5th
⏰ 6:00 PM
📍 Sagres Restaurant | Fall River, MA
🍽️ Dinner will be provided!

We'll also be joined by featured speaker Sandra Crandall, CFP®, ChFC®, CLU®, RICP®.

Seating is limited, and advance registration is required!

If you'd like to join us or know someone who might benefit, feel free to shoot me a DM! I'd be happy to answer any questions or help you get registered.

You can also register directly using the link below:

🔗 https://www.eventbrite.com/e/multi-generational-tax-efficient-strategies-tickets-2003992846550?aff=oddtdtcreator

Hope to see some new faces there!

10/30/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.

10/30/2026

The irony for many high earners isn't that they've ignored their finances—it's that they've been meticulous about everything except the source.
The investments are diversified. The estate plan is drafted. The insurance covers the house, the car, the valuables. But if their income stopped because of a covered disability event, how long would any of it hold?
That's the question many financial plans do not ask. It's worth finding out whether yours has an answer.
Schedule a quick income protection review to see where your plan stands.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

10/29/2026

Market headlines can be distracting, especially during periods of uncertainty. Yet history continues to highlight the importance of maintaining a disciplined investment strategy focused on long-term goals.

While short-term market fluctuations are inevitable, staying focused on your overall objectives may help you avoid making decisions based solely on temporary market movements. If recent volatility has raised questions, I'd be happy to discuss your strategy.

10/28/2026

Inflation isn't always dramatic, but its effects can add up over time. Even modest inflation may gradually reduce the purchasing power of your retirement income, making it more important to plan for both today's needs and tomorrow's expenses
A strategy that balances income needs and growth potential may help support financial security throughout retirement. Let's talk about how inflation could affect your plan and what steps may help preserve purchasing power over the long term.

10/27/2026

Your income may fund everything. The home, the plan, the future you're building. And it's often the last thing people think to protect.
Many people with a solid financial plan may have covered almost everything—except the asset that may be behind all of it.
It's worth knowing whether the thing powering your plan is as protected as everything it pays for.
Schedule a quick income protection review to see where your plan stands.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

10/23/2026

One of the biggest ways to make a difference is by securing your family's financial future. Reach out, and let's make a difference today.

10/19/2026

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always come up. Check out these 5 retirement blind spots to avoid and reach out if you want even more help.

When financially transitioning into retirement, consider these common income planning mistakes and how to avoid them.

09/30/2026

Life Insurance Awareness Month ends today, but the need for protection does not. Liz Fiedler’s story shows how coverage can help a family continue the life, plans, and responsibilities that were already in motion. The best time to review protection is before it is needed.

Close the month by starting a conversation that can help protect the years ahead.

Address

1301 Atwood Avenue, Suite 306N
Johnston, RI
02919

Telephone

+17746432028

Website

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