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Welcome to Roberts Financial Services, Inc
Welcome to Roberts Financial Services, Inc
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      • Bruce Roberts
      • Jessica Kinonen
      • Allen VanDeKreeke
      • Dawn Stonerock
      • Stefany Carrick
      • Jan Graves
      • Amber King
      • Valerie Fraser
      • Robert Kea, CFA
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    • 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

E-mail:

  • stefany@baroberts.com

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

Contact Us

Please feel free to contact us with any questions.

Contact Us

Newsletters

  • Strategies for Smarter Giving

    In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

  • Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

    High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.

  • Medicare or Medicaid?

    It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.

  • Avoiding Probate with a TOD Deed and TOD Account

    In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

More Newsletters »

Calculators

  • IRA Eligibility

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

  • Lease Payment

    How much would your monthly lease payment be?

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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