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 | November 18th, 2024

Week in Review... Markets retreated last week as investors reassessed potential tariff implications as well as concerns around inflation reaccelerating. The S&P 500 fell 2.08%, ending a multi-week positive streak The Dow Jones Industrial Average was down 1.24% The...

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Market Commentary | November 11th, 2024

Week in Review... Following the highly anticipated U.S. election and rate cut decision by the Fed, last week saw equity market’s rally after the election of Donald Trump as the 47th president of the United States. The S&P 500 rose 4.66%, snapping a two-week...

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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.

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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

Copyright © 2024
Waterside Financial Advisors, LLC