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 | June 15th, 2026
The past week was highlighted by a landmark capital markets event, as SpaceX completed a record-setting initial public offering (IPO), alongside economic data that pointed to steady growth with persistent inflation pressures.
Market Commentary | June 8th, 2026
SpaceX is expected to become one of the most valuable companies in the world, with valuations reportedly approaching $1.5 to $2 trillion. At that size, it would rank among the largest companies in the U.S. equity market. Yet even at that scale, it may not immediately appear in widely used market indexes such as the S&P 500.
Market Commentary | June 1st, 2026
The latest round of data releases provided a more nuanced picture of the economy, highlighting a continued tension between moderating growth, persistent inflation pressures, and pockets of strength across key sectors.
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