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 27th, 2026

Economic data released during the week pointed to continued economic expansion, supported by a resilient labor market and improving business activity, though inflationary pressures and housing affordability challenges remained important areas of focus.

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Market Commentary | July 16th, 2026

The week of July 6, 2026, was marked by several U.S. economic releases that pointed to continued economic resilience, while also showing pockets of moderation across services activity, housing, and energy inventories.

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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

Copyright © 2026
Waterside Financial Advisors, LLC