Welcome to Roberts Financial Services, Inc
Welcome to Roberts Financial Services, Inc
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      • Bruce Roberts
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      • Jan Graves
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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

    • Bridging the Gap Between Retirement and Medicare Eligibility

      See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.

    • 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.

    • Risk Tolerance Is About You, Not the Market

      An investor’s personal situation should be considered when assessing his or her risk tolerance.

    • HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019

      In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.

    More Newsletters »

    Calculators

    • Lease Payment

      How much would your monthly lease payment be?

    • Cost of Retirement

      Use this calculator to estimate how much income and savings you may need in retirement.

    • Personal Inflation Rate

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

    • 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.

    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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