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 | April 28th, 2025

U.S. equities rose this week, with the S&P 500 and Nasdaq posting their second-best weeks of the year. Both indices recorded their second weekly gain in the past three weeks following the significant early April selloff. For the week ending, April 25, 2025

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Market Commentary | April 21st, 2025

U.S. equities experienced a downturn last week, reversing the sharp gains from the previous week. Both the S&P 500 and Nasdaq indices have now fallen for the third time in the last four weeks. Treasuries strengthened, leading to a steepening of the yield curve. For the week ending, April 18:

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Market Commentary | April 14th, 2025

Weekly Market CommentaryApril 14th, 2025Week in Review... Market indexes continued to experience significant volatility as investors adjusted their future expectations in response to increasing global trade tensions. The S&P 500 rose by 5.70% The Dow Jones...

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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

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Waterside Financial Advisors, LLC