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

    • Calculators

    You can review interesting calculators on my site.

    View Calculators

    Flipbooks

    You can review interesting Flipbooks on my site.

    View Flipbooks

    Contact Us

    Please feel free to contact us with any questions.

    Contact Us
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    Newsletters

    • Is It Time to Step Up Your Digital Marketing?

      Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?

    • Managing Your Workplace Retirement Plan

      This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.

    • HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings

      A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.

    • Stay-at-Home Spouse? Consider a Spousal IRA

      Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.

    More Newsletters »

    Calculators

    • Lifetime Earnings

      This calculator is designed to help you attach a dollar figure to your life’s work.

    • Working While Collecting Social Security Benefits

      What will my net Social Security benefit be?

    • Disability Income Insurance

      How much Disability Income Insurance do you need?

    • 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.

    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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