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
      • 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
    • Long-Term Care Insurance
    • Life Insurance
    • Disability Income Insurance
    • 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

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

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

View Videos

Newsletters

  • Should You Buy or Lease Your Next Vehicle?

    Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.

  • Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?

    In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.

  • Market Measures: Beyond the Dow

    In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.

  • HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions

    This article explains what will be changing and who can expect to receive higher Social Security benefits due to the Social Security Fairness Act.

More Newsletters »

Calculators

  • Lease Payment

    How much would your monthly lease payment be?

  • Cash Flow Analysis

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

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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.

 

 

  • Site Map