Financial Advising in Rockford, IL

“Mike White and his team are absolutely incredible. They make investing easy and easy to understand. Ever since I moved my account to Waterside Financial Advisors I've seen my best gains. I recommend them to my family and friends because I know they'll be taken care of.”

“We decided to open up our renewals this year in an attempt to partner with an agency that cared about understanding our business, finding the right solutions, and had the patience to be creative when structuring our benefit offerings. From the moment we met with Bryan from Coyle Kiley (CK), I knew we had found the right solution. Bryan was instrumental in helping us pull together a package with better economics and expanded elections. I cannot say enough about the work Bryan and CK have done over the past few months. I would highly recommend you consider Bryan and CK for your next policy renewal. All it takes is a phone call and they will do the rest. I am looking forward to a long partnership with Bryan and CK as we continue to grow. Thank you again and Happy Holidays to the team at CK.”

“I had my retirement funds in TIAA CREF. The past few years they showed little increase. So I transferred my money to the stock market at Schwab with Aaron Urbelis. I moved the money in Feb 15, 2024. Today, May 31, 2024, 4 and a half months later, I have more than twice as much money! What a joy. Aaron explains everything clearly. How wonderful. -Roc (retired biochemistry professor)”

“Jack Wheeler and his team always has our Best interest at heart,He literally goes out of his way to help us administer our finances from beginning to end ! Jack wheelers mild manner and confidence put us at ease,so refreshing. He reminds me of George Baily on "A Wonderful life" Because of his loyalty to community and the care we received ❤️ Grateful for his wisdom and help. Thank you Jack Wheeler and yr team Merry ChristmasMrs Reese”

“I feel like the reviews here are not accurately reflected. I have nothing but good things to say about Savant. Jacob and Jeffery have been my advisors. They made me feel comfortable from the start. They took the time to learn my needs, expectations, and most of all my worries and hesitations. They worked with me through the process and made me comfortable. Then I jumped in fully with them. Since that moment I've gotten advice from them on setting up trusts, legal advice on businesses and even help on taxes. I've enjoyed every interaction with them and they are great people. Everytime I go to the office or call, every single person is so helpful.

The best part is, in just a few years, my investment is up 43.5%!!!

It has dipped and climbed like any investment but they have handled my money really well and overall it has performed much better than I expected. They have made the right moves and grown my investment in just 2-3 years.

I have also referred them to friends, family and companies and everyone has been more than pleased with their results. If you need experts in the field of investing and you need help with your retirement fund, where you can give your money to someone to protect and grow it, then these are your people. If you are in this for long term investing, give them a chance and hear them out and see if it is the right fit for you.

For me personally, it was one of the best decisions I have ever made.”