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Welcome to Roberts Financial Services, Inc
Welcome to Roberts Financial Services, Inc
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      • Bruce Roberts
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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

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

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Newsletters

  • Location, Location, Location: The Premium Parents Pay for Top Schools

    Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

  • Small Business: Coping with the End of De Minimis Imports

    Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

  • Is Your Dream Kitchen a Good Investment?

    Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

  • Is It Time to Declare Your Financial Independence?

    Here are some ideas to help pursue a life of financial freedom.

More Newsletters »

Calculators

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Savings Accumulation

    Estimate the future value of your current savings.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Car Affordability

    How much can you afford to pay for a car?

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