Welcome to Roberts Financial Services, Inc
Welcome to Roberts Financial Services, Inc
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      • Bruce Roberts
      • Amy Buck
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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

    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
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    Newsletters

    • HOT TOPIC: The Fed Hits the Brakes: No Rate Hikes Projected in 2019

      The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.

    • Seeking Synergy: Why Mergers and Acquisitions Matter to Investors

      Find out how and why mergers and acquisitions take place (and why they matter to investors).

    • Five Money Issues to Talk About Before the Wedding

      Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.

    • A New Option for Providing Health Coverage in 2020

      Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.

    More Newsletters »

    Calculators

    • Roth IRA Conversion

      This calculator can help you determine whether you should consider converting to a Roth IRA.

    • Cash Flow Analysis

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

    • Impact of Inflation

      Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

    • LTCI Cost of Waiting

      Estimate the potential cost of waiting to purchase a long-term care insurance policy.

    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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