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Welcome to Roberts Financial Services, Inc
Welcome to Roberts Financial Services, Inc
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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

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

Contact Us

Please feel free to contact us with any questions.

Contact Us

Newsletters

  • The IRS Wants More Info About Your Gig Income

    If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.

  • HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information

    Recent action by the Federal Trade Commission highlights the potential for abuse by online data brokers. This article offers some tips that might help consumers keep their private data private.

  • A Mortgage Recast Is an Alternative to Refinancing

    When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.

  • HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?

    On May 16, 2025, Moody’s Ratings downgraded U.S. government debt from its highest rating of Aaa to Aa1. This article looks at the reasons for the downgrade and its potential effects.

More Newsletters »

Calculators

  • Mortgage Acceleration

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

  • Lease Payment

    How much would your monthly lease payment be?

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Cash Flow Analysis

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

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.

 

 

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