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Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm Friday 9am - 1pm

Waterside Financial Advisors, LLC

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United States
Rockford, IL
Waterside Financial Advisors, LLC

Independent financial guidance for the life you want to live. Cambridge and Waterside Financial Advisors, LLC are not affiliated.

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.

05/28/2026

Anyone looking for office space—take a look at this great suite! ✨

05/25/2026

Happy Memorial Day 🇺🇸 Please note our office will be closed today, Monday, May 25, 2026, and will reopen Tuesday, May 26, 2026. We wish everyone a safe holiday as we honor those who served.

05/20/2026

5.7.2026 – Waterside Client Wine Tasting | We had the pleasure of hosting our 2026 Client Wine Event at The Mercato by Lino’s, and it was truly a spectacular evening from start to finish. 🍷✨

Guests enjoyed an elevated wine pairing experience, thoughtfully curated with selections from across Italy, each perfectly paired with the evening’s courses.🍇

From the elegant table settings to the expertly guided pairings by our sommelier, Jessica, every detail came together to create such a memorable night shared with great company.

Thank you to everyone who joined us—we’re grateful for the opportunity to connect and create experiences like this together. And a special thank you to the incredible staff at The Mercato for delivering such a wonderful experience.

We look forward to seeing everyone at our next event! 🥂

05/19/2026

🎂 Happy Birthday to Mark! We're grateful for his kindness and the positive presence he brings to our office. We hope you enjoy a very special day full of celebration! 🎉🎈

05/10/2026

Happy Mother’s Day to all the amazing moms! 💐Wishing you a day filled with lots of love and joy! 🌸

05/07/2026

‼️SAVE THE DATE‼️Our annual Waterside Summer Bash is BACK! And this year, we're turning up the heat with a Smokehouse Soiree you won't want to miss.🔥🥩

Great food, great company, and a one-of-a-kind evening...It all comes together on August 5 at Prairie Street Brewing Co. 🍻

We're especially excited to welcome Roni Golan, a talented Rockford-based interactive painter🎨, who will be creating a live experience you have to see to believe.

Be sure to RSVP to secure your spot!📞✨

04/16/2026

We had the pleasure of attending the 17th Annual Bark & Wine Gala hosted by Noah’s Ark Animal Sanctuary & Clinic in Rockford this past weekend 🐾🍷

The evening brought together members of the Rockford community for a great cause. From raffles and auctions to great conversation, it was a wonderful evening all around.

We were glad to attend, connect with others in the community, and contribute a basket to support Noah's Ark and their ongoing efforts.

We’re grateful to be part of a community that continues to show up and make a meaningful impact. Here are some of our highlights from the night💛

04/09/2026

🏆 2026 S***t Shooting Event Winners 🏆

We're still thinking about what a great afternoon we had at our Client S***t Shooting Event at Rockford Country Club! With a little friendly competition in the air, we saw some impressive shooting throughout the day.

Congratulations to our top finishers:

🥇 1st Place: Deeter Meier
🥈 2nd Place: Joe Bortoli
🥉 3rd Place: Marty Bortoli

And a special shoutout to Kate Capriola, our “First Place Newbie Shooter”! As a first-time participant, she jumped right in, gave it her all, and was a great sport—proving that the best part of the day is having fun and trying something new👏

Thank you again to everyone who joined us and made the event such a great time. We're already looking forward to the next one!

***tShooting

04/08/2026

One Week Until Tax Day!⏱️ Tax Day is quickly approaching—the deadline to file your Individual tax return is Wednesday, April 15.

If you haven’t filed yet, now is a great time to gather your documents🗂️ and make sure everything is submitted on time.

Remember, filing an extension is always an option if you need more time to complete your return. However, an extension gives you additional time to file your paperwork NOT extra time to pay any taxes owed💡

Also, keep in mind that April 15 is the deadline for Q1 2026 estimated tax payments.

As always, we encourage everyone to connect with their tax professional if they have questions or need guidance as the deadline approaches.

04/03/2026

Happy Easter from all of us at Waterside! 🌸 Wishing you a wonderful weekend ahead🌷🐣
Please note our office will be closing early today, Friday, April 3 at 12:00pm. Trading markets are closed in observance of the holiday, so any orders will be placed Monday, April 6.

Address

124 N Water Street Suite 204
Rockford, IL
61107

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 1pm

Telephone

+18159630461

Website

http://www.watersideadvisors.com/

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