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

    • Calculators

    You can review interesting calculators on my site.

    View Calculators

    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
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    Newsletters

    • Retirement Planning: How Secure Is Social Security?

      View Social Security’s financial outlook, plus seven proposed fixes for a looming shortfall that may affect future benefits.

    • Seven Classic Investing Quotes

      Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.

    • IPOs: Consider the Risks Behind the Hype

      Discover why it might be worth waiting for a record of financial results before investing in an initial public offering.

    • Health Savings Account: Funding an HSA Could Help You Prepare for Retirement

      In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.

    More Newsletters »

    Calculators

    • Lifetime Earnings

      This calculator is designed to help you attach a dollar figure to your life’s work.

    • Credit Card Debt

      How Long Will It Take to Pay my Balance?

    • Net Worth

      A balance sheet summarizes your assets and liabilities and reveals your net worth.

    • College Funding

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

    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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