Welcome to Roberts Financial Services, Inc
Welcome to Roberts Financial Services, Inc
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      • Bruce Roberts
      • Amy Buck
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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

    • Dealing with Divorce

      Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

    • Are Your Designated Heirs Up-to-Date?

      The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.

    • A Quick and Dirty Guide to Credit

      Learn about four financing options that might help small businesses expand, pursue new opportunities, or cover operating expenses.

    • Seeking Synergy: Why Mergers and Acquisitions Matter to Investors

      Find out how and why mergers and acquisitions take place (and why they matter to investors).

    More Newsletters »

    Calculators

    • Savings Accumulation

      Estimate the future value of your current savings.

    • Retirement Portfolio Lifespan

      How Long Will Your Funds Last?

    • Home Affordability

      Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

    • Car Affordability

      How much can you afford to pay for a car?

    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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