Keywords: establishment,finance,point_of_interest

Waterside Financial Advisors - Rockford (IL)

Address: 🏡 124 N Water St Suite 204, Rockford, IL 61107
Phone : +1 (815) 963-0461

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJhTS39tS_CIgRFFo9Km7iiDU

Others Near Rockford,IL

  • Top 15 Financial Advisors in Rockford, IL

    09-2025 Waterside Financial Advisors in Top 15 Financial Advisors in Rockford, IL
    • Savant Wealth Management - Rockford
    Jeffrey Wampler: Watch your money with these guys, the only positive thing, I can say is they are honest about who they are in marketing ("fee only advisory firm"), sad I was too dumb to understand, the is NOT a feature. Their advisor Tony Spartanburg told me about their track record and that they have 1M floor, while they have many articles suggesting they need 300K as a minimum. Regardless they got the 1M, invested about 1/2 of it after a month, then charged fees for 5 mos with still only 1/2 invested, and what they invested lost money. But, heres the cool part (for them) if at any moment there is an increase in the assets they charge fees over the 1M floor @1%, and when its at a loss, they say its a floor. So.... if you consider this company make sure you understand their fee structure. Also to add, I have 6 other firms I work with, and the same window was a gain on invested assets, and Savant was a loss. As with any investment, no one should care about fees if its making more than their peers net of fees. In my case, they not only didnt make any money, but, lost money, doubled down on fees, and had a pompous attitude when I called to discuss it. IMHO there are much better firms to invest with.
    Anchor Wealth Management - Rockford
    Carol H: Adam has done very well for/with us. Not pushy or selling anything. Listens and clearly lays out options. Highly recommend his services. We have been with him over 12 years. He has well earned his $.
    RBC Wealth Management Branch - Rockford - Rockford
    Julie Grice: I have been very happy with this company, answered all my pointed questions. Everything was handled professionally and quickly.
    OneMain Financial - Rockford
    Lea Fowler: I would have given 5 stars because my experiences before have all been 5 stars. This time there was a person from another office helping out who screwed up the account number for my deposit and seemed to be more focused on getting me to buy an additional insurance package they offer instead of doing my loan right. Thankfully Christina came to the rescue & got everything straightened out.
    Heights Finance - Rockford
    Deb Palmeri: I cant say enough how wonderful the staff at Heights Finance assist in your financial needs. Jessica and Danielle are fabulous! I highly recommend them!!
    Rick Wang Financial - Rockford
    bradford huddleston: I totally recommend Rick Wang to anyone who has a question about retirement. He took the time to explain to me the value of investing early and I am now on the right road.
    Edward Jones - Financial Advisor: Ryan W Jeffrey - Rockford
    Edward Jones - Financial Advisor: Ryan W Jeffrey
    Emily Austin: I have been in a networking group with Ryan and have found him to be person of high character and integrity. His professionalism and knowledge of his field is excellent.
    Merrill Lynch Wealth Management - Rockford
    Michael Smith: The character of the employees should be questioned by anyone who might use their company. Maria just so you know, it doesnt take long for drivers to spread what you have done. I also have been a victim of your tip baiting. Character matters and you have none!
    Midland Wealth Management - Rockford
    Lori Helland - Financial Advisor, Ameriprise Financial Services, LLC - Rockford
    Lindsay Moye: Lori really focuses on getting to know each and every one of her clients and truly wants the best for them! She always goes above and beyond. She puts the clients best interest first which is so very important. I could not recommend her enough!
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