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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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      • Stefany Carrick
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      • 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:

  • stefany@baroberts.com

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

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

View Videos

Newsletters

  • Are You Prepared for the High Cost of Dying?

    End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

  • 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.

  • Medicare or Medicaid?

    It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.

  • Consider Munis for Tax-Free Income

    Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.

More Newsletters »

Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Cash Flow Analysis

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

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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