Waterside Financial Advisors
Independent financial guidance for the life you want to live
Serving You since 1980
Community
Experience
Legacy
Providing Financial Solutions
The purpose of Waterside Financial Advisors is to provide financial solutions for those looking for a helping hand; those who want a partner they can rely on and who has their best interests at heart. Over the years, our advisors have built their reputation on a legacy of trust and providing a white-glove experience.
Check the background of investment professionals on FINRA’s BrokerCheck.
Weekly Market Commentary
Market Commentary | January 13th, 2025
Week in Review... Major market indices ended the week lower over concerns surrounding rising inflation: The S&P 500 closed at -1.94% The Dow Jones Industrial Average was lower at -1.86% The tech-heavy Nasdaq fell to -2.34% The 10-Year Treasury yield concluded at...
Weekly Market Commentary | January 6th, 2025
Week in Review... Major U.S. equity indices were mostly lower this week after finishing 2024 with double-digit annual gains. For the week ending January 3, 2025: The S&P 500 closed down -0.48 The Dow Jones Industrial Average declined by -0.60% The tech-heavy...
Market Commentary | December 30th, 2024
Week in Review... Major U.S. equity indices demonstrated mild gains for the week, primarily influenced by the Federal Reserve's announcement of fewer anticipated interest rate cuts for 2025. This revelation heightened investor caution amidst persistent market...
Building Community
We are proud of the legacy of unwavering commitment that we’ve built; whether that be for the community of Rockford or the community of our clients. Get in touch for a first-hand experience.
Experience
Legacy
Community
Call Us To Learn How We Can Help
(815) 963-0461
Office Hours
Mon - Thurs | 9 am to 4 pm
Friday | 9 am to 1 pm
Weekends | Closed
Contact Info
124 N Water Street Suite 204, Rockford, IL 61107