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.

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Weekly Market Commentary

Market Commentary | March 3rd, 2025

Week in Review... Most market indices closed the week lower as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets.   The S&P 500 declined by -0.98% The Dow Jones Industrial Average...

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Market Commentary | February 24th, 2025

Week in Review... Major market indices closed the week lower as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets.   The S&P 500 declined by -1.66% The Dow Jones Industrial...

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Market Commentary February 17th, 2025

Week in Review... Major market indices closed the week on a positive note, driven by robust data on the economic front, as the economy remains resilient despite trade and policy uncertainty.   The S&P 500 rose +1.47%. The Dow Jones Industrial Average inched...

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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 © 2025
Waterside Financial Advisors, LLC