Welcome to Roberts Financial Services, Inc
Welcome to Roberts Financial Services, Inc
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      • Bruce Roberts
      • Amy Buck
      • Dawn Stonerock
      • Stefany Carrick
      • Jan Graves
      • Robert Kea, CFA
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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

    • Videos

    We have interesting videos for you to watch on my site.

    View Videos

    Contact Us

    Please feel free to contact us with any questions.

    Contact Us

    Calculators

    You can review interesting calculators on my site.

    View Calculators
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    Newsletters

    • HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact

      Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.

    • Business Cycle Basics: Recessions Begin and End Before We Know It

      This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.

    • Three Questions to Consider During Open Enrollment

      Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.

    • Consider Market Caps for Diversification

      2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.

    More Newsletters »

    Calculators

    • 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 Accumulation

      Estimate the future value of your current savings.

    • Long-Term Care Self Insurance

      Will you be able to afford nursing home care?

    • Mortgage Refinancing

      Determine whether you should consider refinancing 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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