Skip to main content
Welcome to Roberts Financial Services, Inc
Welcome to Roberts Financial Services, Inc
  • Home
  • About Us
    • Our Team
      • Bruce Roberts
      • Jessica Kinonen
      • Allen VanDeKreeke
      • Dawn Stonerock
      • Stefany Carrick
      • Jan Graves
      • Amber King
      • Valerie Fraser
      • Robert Kea, CFA
    • Our Location
    • Our Firm
    • Our Services
    • Our Qualifications
    • Tell A Friend
  • Account Access
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios
  • Request A Quote
    • 401(k) Information Request
    • Information Request
  • Contact Us
  • Form CRS
    • 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:

  • 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

Newsletters

  • Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

    These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

  • Beneficiary Designations: Who Gets the Money?

    It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

  • Have You Set a Retirement Savings Goal?

    Completing this simple worksheet can help establish a realistic retirement savings target.

  • What Happens to Your Time Horizon at Retirement?

    When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.

More Newsletters »

Calculators

  • Mortgage Acceleration

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

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • 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 Roberts Financial Services, 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.

 

 

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck