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.

Weekly Market Commentary

Market Commentary | November 9th, 2026

Recent market volatility has understandably raised concerns among investors, particularly following the midterm elections and renewed scrutiny of the significant capital investment supporting AI. While markets are adjusting to a changing political landscape and questions surrounding AI infrastructure spending, we believe it is important to distinguish near-term uncertainty from the underlying economic fundamentals.

Market Commentary | November 2nd, 2026

This week’s economic data painted a mixed picture of the U.S. economy, with housing and consumer confidence showing signs of resilience, while spending and manufacturing data were more subdued. Inflation remained elevated, keeping monetary policy at the center of investor attention.

Market Commentary | October 26th, 2026

Last week’s economic data generally pointed to a resilient economy entering the fourth quarter. Business activity and labor market conditions remained supportive of growth, although housing activity remained weak and persistent price pressures continued to be a concern.

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

(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. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

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

Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

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