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

    • 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

    Calculators

    You can review interesting calculators on my site.

    View Calculators
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    Newsletters

    • Do You Need a Power of Attorney?

      Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.

    • Seeking Balance in a Mutual Fund

      Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

    • SRI Investing: Not Just for Stocks

      Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.

    • New Study Finds Widespread Job Loss After 50

      A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

    More Newsletters »

    Calculators

    • Retirement Portfolio Lifespan

      How Long Will Your Funds Last?

    • 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.

    • Savings Goals

      How much do you need to save each year to meet your long-term financial goals?

    • Lifetime Earnings

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

    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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