Waterside Financial Advisors

Independent financial guidance for the life you want to live

Serving You since 1980

Our Services

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.

Who We Serve

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

Weekly Market Commentary

Market Commentary | October 27th, 2025

The most impactful release of the week was Friday’s Consumer Price Index (CPI) report. Both headline and core CPI came in slightly below expectations, with core CPI rising 0.2% versus 0.3% anticipated. Given the Fed’s preference for core inflation as a gauge of underlying price pressures, this softer print suggests inflation is sticky but trending lower, though still above the Fed’s target.

Market Commentary | October 20th, 2025

Economic developments during the week were shaped by key inflation data, central bank commentary, and disruptions caused by the ongoing government shutdown. Together, these events offered insight into the Federal Reserve’s evolving stance and the challenges of navigating a data-constrained environment.

Market Commentary | October 13th, 2025

The ongoing government shutdown has created a data vacuum, delaying key economic reports and clouding visibility for the Federal Reserve ahead of its next meeting. Markets now face the unenviable task of interpreting policy direction with limited official data, relying instead on supplemental and tangential indicators to gauge the economy’s trajectory.

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

(815) 963-0461

info@watersideadvisors.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Waterside Financial Advisors, LLC are not affiliated. Tax Services provided by Waterside Financial Advisors, LLC. Cambridge Investment Research, Inc. does not provide tax advice. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

We are licensed to sell insurance products in CO, FL, IL, IN, KY, MN, MT, NC, NM, OH, WI, WY

Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

Cambridge does not offer tax or legal advice.

Cambridge’s Form CRS (Customer Relationship Summary)

Waterside Financial Advisors, LLC