Welcome to Roberts Financial Services, Inc
Welcome to Roberts Financial Services, Inc
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      • Bruce Roberts
      • Amy Buck
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      • Stefany Carrick
      • Jan Graves
      • Troy Summers
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  • Contact Us

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

    • Contact Us

    Please feel free to contact us with any questions.

    Contact Us

    Videos

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

    View Videos

    Flipbooks

    You can review interesting Flipbooks on my site.

    View Flipbooks
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    Newsletters

    • Qualified Longevity Annuity Contracts (QLACs)

      Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.

    • Three Regrets of Retirees

      More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.

    • Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage

      As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.

    • Watch Out for Scams That Target Businesses

      Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.

    More Newsletters »

    Calculators

    • Tax-Deferred Savings

      Compare the potential future value of tax-deferred investments to that of taxable investments.

    • Home Affordability

      Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

    • Mortgage Acceleration

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

    • Disability Income Insurance

      How much Disability Income Insurance do you need?

    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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