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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  • 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

    Calculators

    You can review interesting calculators on my site.

    View Calculators

    Videos

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

    View Videos
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    Newsletters

    • Setting a Retirement Savings Goal

      This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.

    • Do Target-Date Funds Hit the Bull’s-Eye for You?

      More than half of 401(k) participants invest in target-date funds, but are they right for everyone? This article provides an overview.

    • Calculating Key Financial Ratios

      The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.

    • Living Benefits Can Help Counter Retirement Risks

      Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.

    More Newsletters »

    Calculators

    • Federal Income Tax

      This calculator can help you estimate your annual federal income tax liability.

    • College Funding

      Use this calculator to estimate the cost of your child’s education, based on the variables you input.

    • Cost of Retirement

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

    • Working While Collecting Social Security Benefits

      What will my net Social Security benefit be?

    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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