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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

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Newsletters

  • HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?

    This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.

  • Birthday Benefits Quiz

    This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.

  • Individual Bonds vs. Bond Funds: What’s the Difference?

    Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.

  • HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan

    Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.

More Newsletters »

Calculators

  • Working While Collecting Social Security Benefits

    What will my net Social Security benefit be?

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

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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