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

    • Videos

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

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    Calculators

    You can review interesting calculators on my site.

    View Calculators

    Flipbooks

    You can review interesting Flipbooks on my site.

    View Flipbooks
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    Newsletters

    • HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains

      A look at the U.S.-China “skinny” trade deal and the U.S.-Mexico-Canada Agreement, and their potential impact on consumers and the U.S. economy.

    • Index Update: Shifting Sectors Reflect Social Change

      How do recent classification changes reflect shifts in the telecommunications sector, and what does that mean to investors?

    • What Medicare Won’t Cover

      See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.

    • HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?

      An inverted yield curve can be an economic indicator along with other factors that contribute to an uncertain outlook for future growth.

    More Newsletters »

    Calculators

    • Mortgage Refinancing

      Determine whether you should consider refinancing your mortgage.

    • 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?

    • 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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