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Welcome to Roberts Financial Services, Inc
Welcome to Roberts Financial Services, Inc
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      • Bruce Roberts
      • Jessica Kinonen
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      • Dawn Stonerock
      • Stefany Carrick
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      • Valerie Fraser
      • 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:

  • stefany@baroberts.com

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Newsletters

  • Investing with Market Cap in Mind

    Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.

  • Buying a Condo? Focus on the Financials

    Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.

  • Tips to Help Preserve Your Inheritance

    It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

  • Teens Say Social Media Takes a Toll on Mental Health

    Many parents are concerned about the well-being of their children as they navigate the digital landscape.

More Newsletters »

Calculators

  • Roth IRA Conversion

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

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Car Affordability

    How much can you afford to pay for a car?

  • Estate Taxes

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

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.

 

 

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