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

    • 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

    • Taming Investment Taxes

      Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?

    • 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.

    • Looking Back, Looking Ahead

      See the indicators economists rely on to understand the past, present, and potential future direction of the economy.

    • Some Small Companies Facing Tariff Troubles

      Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.

    More Newsletters »

    Calculators

    • Life Expectancy

      Knowing your likely life expectancy is an important factor in making long-term financial plans.

    • Loan Payoff

      How much will it cost to pay off a loan over its lifetime?

    • Required Minimum Distributions

      Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

    • Mortgage Acceleration

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

    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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