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 | February 10th, 2025
Week in Review... Major market indices ended the week lower due to mixed economic data. For the week ending February 7, 2025: The S&P 500 closed down -0.24%. The Dow Jones Industrial Average was lower, down -0.54% The tech-heavy Nasdaq fell to -0.53% The 10-Year...
Market Commentary | February 3rd, 2025
Week in Review... Major market indices experienced a volatile week driven by a combination of earnings releases, new entrants into the artificial intelligence sector, and the Federal Reserve’s rate decision. For the week ending January 31, 2025: The S&P 500 ended...
Market Commentary | January 27th, 2025
Week in Review... As the new president took office this past week, headlines were dominated by the potential impact of campaign promises turning into executive actions. The S&P 500 ended up 1.74% The Dow Jones Industrial Average led major indices up 2.15% The...


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