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 | Apri 7th, 2025
Weekly Market CommentaryApril 7th, 2025Week in Review... Market indexes declined last week as investors adjusted their future expectations in response to increasing global trade tensions. The S&P 500 declined -9.08% The Dow Jones Industrial Average dropped -7.86%...
Market Commentary | March 24th, 2025
Week in Review... Amid the plethora of economic reports and a Federal Open Market Committee (FOMC) meeting, market indices closed the week slightly higher as markets grappled with a resilient economy and future inflation expectations. The S&P 500 rose by 0.51% The...
Market Commentary | March 17th, 2025
Week in Review... Market indices continued to decline lower as markets continue to navigate the impact of tariffs and softening economic growth. The S&P 500 declined by -2.27% The Dow Jones Industrial Average declined by -3.07% The tech-heavy Nasdaq...
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