Welcome to Roberts Financial Services, Inc
Welcome to Roberts Financial Services, Inc
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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

    Flipbooks

    You can review interesting Flipbooks on my site.

    View Flipbooks

    Videos

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

    View Videos
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    Newsletters

    • Competing Goals: Pay Off Student Loans or Save for Retirement?

      Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.

    • Index Update: Shifting Sectors Reflect Social Change

      How do recent classification changes reflect shifts in the telecommunications sector, and what does that mean to investors?

    • Clarifying Tax Deductions for Meals and Entertainment

      Wondering if you can still write off 50% of the cost of business meals? Find out what is and isn’t deductible.

    • Sticker Shock May Drive Consumers to Used Cars

      As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.

    More Newsletters »

    Calculators

    • Retirement Plan Early Distribution

      Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

    • Retirement Portfolio Lifespan

      How Long Will Your Funds Last?

    • College Funding

      Use this calculator to estimate the cost of your child’s education, based on the variables you input.

    • Personal Inflation Rate

      Is your personal inflation rate higher or lower than the CPI?

    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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