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

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

Calculators

You can review interesting calculators on my site.

View Calculators

Newsletters

  • ESG Investing in the Spotlight

    This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.

  • Can Your Personality Influence Your Portfolio? New Research Points to Yes

    The findings of two recent academic studies may offer insight into how investors can make more fruitful financial decisions.

  • New SAVE Repayment Plan Offers Key Benefits

    In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.

  • Key Retirement and Tax Numbers for 2024

    This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

More Newsletters »

Calculators

  • Home Affordability

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

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

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