Welcome to Roberts Financial Services, Inc
Welcome to Roberts Financial Services, Inc
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      • Bruce Roberts
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Welcome to Roberts Financial Services, Inc

989 W Washington St. Ste. 101
Marquette, MI 49855

Phone:

  • 906-228-5564

Fax:

  • 906-226-4694
  • E-mail address: stefany@baroberts.com

    • Videos

    We have interesting videos for you to watch on my site.

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    Flipbooks

    You can review interesting Flipbooks on my site.

    View Flipbooks

    Contact Us

    Please feel free to contact us with any questions.

    Contact Us
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    Newsletters

    • Estate Taxes: Should a Trust Own Your Life Insurance?

      An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.

    • Online Shopping Tips

      As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.

    • Closed-End Funds May Offer Higher Income

      Discover why closed-end funds may offer potentially higher income streams than traditional mutual funds holding similar securities.

    • Succession Plans Often Hinge on Reliable Valuation

      Discover the role a reliable business valuation can play in succession, tax, and retirement planning.

    More Newsletters »

    Calculators

    • Mortgage Acceleration

      This calculator can help you determine how soon you can pay off your mortgage.

    • Loan Payoff

      How much will it cost to pay off a loan over its lifetime?

    • Car Affordability

      How much can you afford to pay for a car?

    • Working While Collecting Social Security Benefits

      What will my net Social Security benefit be?

    More Calculators »

    Roberts Financial Services, Inc., provides advisory serivces through ERTS Wealth Advisors, LLC., a registered investment advisor.

     

    PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

    IMPORTANT CONSUMER INFORMATION 

    A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

     

     

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