Welcome to Roberts Financial Services, Inc
Welcome to Roberts Financial Services, Inc
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      • Bruce Roberts
      • Amy Buck
      • Dawn Stonerock
      • Stefany Carrick
      • Jan Graves
      • Robert Kea, CFA
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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.

    View Videos

    Calculators

    You can review interesting calculators on my site.

    View Calculators

    Flipbooks

    You can review interesting Flipbooks on my site.

    View Flipbooks
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    Newsletters

    • The Cost of Family Caregiving

      A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.

    • SECURE Act Changes That Matter to Small Employers

      The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.

    • Gift vs. Inheritance: Consider the Tax Difference

      When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.

    • Income Investors May Find Closed-End Funds on Sale

      Do you know the differences between open-end and closed-end funds? This article compares the two.

    More Newsletters »

    Calculators

    • Savings Goals

      How much do you need to save each year to meet your long-term financial goals?

    • Disability Income Insurance

      How much Disability Income Insurance do you need?

    • Mortgage Refinancing

      Determine whether you should consider refinancing your mortgage.

    • LTCI Cost of Waiting

      Estimate the potential cost of waiting to purchase a long-term care insurance policy.

    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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