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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    • Form CRS

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

    Calculators

    You can review interesting calculators on my site.

    View Calculators

    Contact Us

    Please feel free to contact us with any questions.

    Contact Us
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    Newsletters

    • Turbulent Times: Bear Markets Come and Go

      A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.

    • Behavioral Biases That Can Lead to Costly Mistakes

      Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).

    • Could Employee Ownership Be Part of Your Succession Plan?

      An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.

    • 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.

    More Newsletters »

    Calculators

    • Car Affordability

      How much can you afford to pay for a car?

    • Mortgage Acceleration

      This calculator can help you determine how soon you can pay off your mortgage.

    • Cash Flow Analysis

      This Cash Flow Analysis form will help you weigh your income vs. your expenses.

    • Long-Term Care Self Insurance

      Will you be able to afford nursing home care?

    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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