Roberts Financial Services, Inc.
Financial Services - Marquette, MI, US
Roberts Financial Services, Inc. Employees
Roberts Financial Services, Inc. Details
Roberts Financial Services is owned by Bruce A. Roberts. Bruce has been forming genuine relationships with clients and colleagues since joining the financial services industry back in 1991. His transparency, dedication and integrity, he believes, have helped many people reach their financial goals. His goal is to see his clients "live their dream."Although he advises on many different facets of financial planning, Bruce specializes in developing and monitoring retirement distribution strategies for clients at (or near) retirement. Bruce is a 1990 graduate of Northern Michigan University, where he majored in both Economics and Public Administration. He also studied at the American College, where he completed studies to attain the Certified Financial Planner® (CFP®) and Chartered Financial Consultant (ChFC) professional designations. Bruce also has the following securities registrations: Series 6,7,63,65,24 and 53 as well as state registrations in over 25 states. He also holds life insurance and annuity licenses in multiple states.Bruce is a charter member of the Academy of Preferred Financial Advisors, and also sits onthe Management Advisory Committee for his broker-dealer, SagePoint Financial. He alsosupervises other financial advisors in MI, WI and MN.Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a Registered Investment Advisor. Insurance services are offered through Roberts Financial Services, Inc., which is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.
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