About Us
Who We Serve
Assisting You
While we take great pride in serving the locals here in Rockford, Illinois, our licensing spans across 25 states—ensuring that individuals from across the United States can join our community. Our focus lies in assisting clients, particularly those in the pre- or post-retirement phase, navigate the complexities of financial planning. We understand the importance of financial planning with the goal of not outliving your wealth, and our team is dedicated to crafting tailored strategies that align with your retirement goals.
At Waterside, we cater to clients who desire a top-tier experience. We recognize that navigating the intricacies of wealth management can be daunting, particularly during retirement planning. Our commitment is to be more than just financial advisors – we aim to be trusted partners who handle the stressors of financial planning, allowing you to enjoy the fruits of your labor without the weight of uncertainty.
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