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

    • Contact Us

    Please feel free to contact us with any questions.

    Contact Us

    Videos

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

    View Videos

    Flipbooks

    You can review interesting Flipbooks on my site.

    View Flipbooks
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    Newsletters

    • The Beige Book: A Timely Economic Read

      The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.

    • 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.

    • Taming Investment Taxes

      Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?

    • Retirement Plans for the Self-Employed Dangle Tax Benefits

      Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.

    More Newsletters »

    Calculators

    • Savings Goals

      How much do you need to save each year to meet your long-term financial goals?

    • Loan Payoff

      How much will it cost to pay off a loan over its lifetime?

    • Estate Taxes

      Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

    • Net Worth

      A balance sheet summarizes your assets and liabilities and reveals your net worth.

    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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