Waterside Financial Advisors

Independent financial guidance for the life you want to live

Serving You since 1980

Our Services

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.

Who We Serve

Check the background of investment professionals on FINRA’s BrokerCheck.

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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Experience

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Get In Touch

Call Us To Learn How We Can Help

(815) 963-0461

Summer Office Hours

Hours will switch Oct 4th

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

(815) 963-0461

info@watersideadvisors.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Waterside Financial Advisors, LLC are not affiliated. Tax Services provided by Waterside Financial Advisors, LLC. Cambridge Investment Research, Inc. does not provide tax advice. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed in the following states:

We are licensed to sell insurance products in CO, FL, IL, IN, KY, MN, MT, NC, NM, OH, WI, WY

We are licensed to sell securities in AL, AR, AZ, CA, FL, GA, IA, IL, KS, KY, MO, MI, MN, MT, NM, NC, OH, TX, VA, WI, WY

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

Cambridge does not offer tax or legal advice.

Cambridge’s Form CRS (Customer Relationship Summary)

Waterside Financial Advisors, LLC