Waterfront Financial Group

Rob Grady 

on Google

8 months ago

Every aspect of my experience has been exemplary. Most importantly, I feel at ease knowing my financial future is secure. Their team conducts themselves with the highest regard for my financial wellbeing, and their process creates a plan specifically tailored to my goals and lifestyle. They provide piece-of-mind in one of the most critical aspects of life. In a busy and noisy world, I couldn't be happier to have DSB Rock Island helping me navigate this. Everyone with whom I have worked has been amazing. I am grateful for thi... read more

Rod Swenson 

on Google

4 years ago

Waterfront Financials' Planners and Staff have had amazing impact on my business and my personal well-being as well as my employees who also use their professional experience. Steps I took years ago, ones that were foreign to me until I learned over time from the mentoring of people like Mark Hegstrom, have made a significant difference in my life as I think of moving towards retirement. From personal and business financial planning services to learning how to successfully manage business succession planning, Waterfront Fin... read more

Paul Nelson 

on Google

4 years ago

Mark, Fred and Ryan at Waterfront are excellent to work with! My whole family has worked with Waterfront for over 10 years, and we couldn’t be more pleased. Each annual meeting is customized to our needs and goals, with realistic and tailored advice. 

Fritz Cleveland 

on Google

2 years ago

Waterfront Financial Group does a great job working with clients to develop strategies that are consistent with their clients' risk tolerances. Having well developed investing strategies is the best way to consistently meet one's financial objectives over the long term.