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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    • Form CRS

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

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Newsletters

  • 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.

  • Take Advantage of Deductions for Business Investments

    A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.

  • 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.

  • Putting Your Nest Egg in Three Baskets

    Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.

More Newsletters »

Calculators

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

  • Lease Payment

    How much would your monthly lease payment be?

  • 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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