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 | January 27th, 2025
Week in Review... As the new president took office this past week, headlines were dominated by the potential impact of campaign promises turning into executive actions. The S&P 500 ended up 1.74% The Dow Jones Industrial Average led major indices up 2.15% The...
Market Commentary | January 21st, 2025
Week in Review... Major market indices concluded the week with positive returns, while the Treasury yield began its descent from its historical uptrend. A drop in the Treasury yield typically indicates heightened demand for safer investments, often reflecting investor...
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...
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