CONNECT

Address:

124 N Water Street Suite 020
Rockford, IL 61107

Phone:

(815) 963-0461

Fax/Other:

(815) 963-0491

Our Services

At Waterside, the diverse financial skills and focus of our financial professional network allows us to provide integrated financial management to our clients. 

We provide clients with the advantage of numerous financial management services that can coordinate your investment, financial, tax and estate planning strategies.

Our services are designed to help you answer the following questions:

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
We take pride in helping others.

 

We know all individuals have their own special circumstances, just as you have a unique set of goals and concerns. We are here to address most of your financial needs with thoughtful and innovative planning strategies. We give financial guidance to families, businesses, professionals, and executives.