Waterside Financial Advisors - Rockford (IL)

Cheryl Anderson Duane Jones was absolutely fantastic to work with on my homeowners and car insurance. He was patient and kind and gave detailed explanations for each recommendation that he made. His office manager Sherri is delightful. She makes sure that you have all the needed paperwork. She also took the time to give me one on one instruction on how to use their app. I highly recommend them for your insurance needs. You will be expertly taken care of!!!!

Pankaj Danole Shawn, thank you for defending my house and company with care and accuracy. I see the pride you have in your work and it shows!

Dominic Cricelli I would recommend joe to anyone looking for a financial advisory. He takes the time to explain the your options and the pros and cons to them. He was really helpful in helping me decide the best rought for the goals and retirement i want.

Karen Faulkner We called Randy to schedule an appointment to meet with him. He was able to meet with us immediately. During our meeting we discussed our insurance needs. He wasnt able to give us the necessary information at that time. However, we set up an appointment to meet with him on the next business day. At that time, he was able to provide us with the requested information. We felt that Randy had our best interest in mind.

Reyna Cervantes Great prices and helpful staff.

Jon Fisher Bret has been my insurance provider for over twenty years! I cant recommend him enough. Great agent and even better person!

William Farrell I love this Credit Union. They treat you like family and try to help you.