Skip to main content
Welcome to Roberts Financial Services, Inc
Welcome to Roberts Financial Services, Inc
  • Home
  • About Us
    • Our Team
      • Bruce Roberts
      • Dawn Stonerock
      • Stefany Carrick
      • Jan Graves
      • Jessica Kinonen
      • 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

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

Calculators

You can review interesting calculators on my site.

View Calculators

Newsletters

  • Splurge or Save? Making the Most of Your Income-Tax Refund

    Did you receive an income-tax refund this year? This article looks at some ways to use it.

  • A Wealth of Information: How to Read a Mutual Fund Prospectus

    Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.

  • Avoiding Probate

    Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.

  • Famous People Who Died Without Proper Planning

    Think celebrities are way ahead of the curve when it comes to planning their estates? Many have died with no or inadequate estate plans.

More Newsletters »

Calculators

  • Mortgage Acceleration

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

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Cash Flow Analysis

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

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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