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.

Check the background of investment professionals on FINRA’s BrokerCheck.

Weekly Market Commentary

Market Commentary | July 6th, 2026

Last week’s economic releases reinforced a familiar theme: growth continues, but momentum is becoming increasingly mixed beneath the surface. Labor market indicators remained relatively resilient, manufacturing activity stayed in expansion, and consumer sentiment showed signs of stabilization despite lingering caution.

read more

Market Commentary | June 22nd, 2026

The week of June 15, 2026, was anchored by a highly anticipated Federal Open Market Committee (FOMC) meeting, the first under newly appointed Fed Chair Kevin Warsh, which prompted a shift in monetary policy expectations.

read more

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.

N

Experience

N

Legacy

N

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

Copyright © 2026
Waterside Financial Advisors, LLC