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We help our clients with retirement planning, investments, educational savings, legacy planning, insurance products, and tax-management strategies.
Our process walks through the four pillars we believe are integral to a comprehensive retirement strategy: income plan, investment plan, tax-management strategies, and estate planning.
At the age of 24, Carl Zeidler began working in the financial services industry, following in the footsteps of his grandfather. After years of working for captive insurance companies and broker-dealers, he decided to set off on his own. In 1988 he founded Wall Street Financial Group, Inc., a Registered Investment Advisor (RIA).
Download this 12-page guide to learn more about potential tax strategies for retirement. This guide will cover:
Carl has been working to provide clients with top-tier financial solutions since 1975. After graduating from college, Carl followed in his grandfather’s footsteps and entered the financial industry. Carl founded Wall Street Financial Group as a Registered Investment Advisor in 1988. Carl has earned many designations and degrees, including a Bachelor of Arts from the University of Illinois and a Master of Science in financial services degree (MSFS) from The American College. Carl also holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). He is a past Illinois state president of the National Association of Insurance and Advisors. In is his free time, Carl enjoys traveling, gardening and making memories with his five children, five grandchildren, and wife, Cynda.
John started his career in 2017 with Wall Street Financial Group, Inc., following in his father’s footsteps. He earned a Bachelor of Science in Accounting, magna cum laude, from Southern Illinois University of Edwardsville in 2018 and a Master of Science in Accounting with a focus in taxation the following year. In 2020, John earned his certified public accountant (CPA) license, and then in 2022 he earned the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). He focuses on using his tax knowledge to help his clients make better financial decisions. He is an active member in National Association of Insurance and Advisors and a member of the American Institute of Certified Public Accountants (AICPA). John is also an adjunct professor of finance at Blackburn College in Carlinville, IL. In his free time, he enjoys camping and kayaking with his wife, Kaitlen, and his two daughters, Madi and Luna.
Wall Street Financial Group, Inc., an Illinois corporation, is a Registered Investment Adviser in the states of Illinois, Missouri, and Tennessee. Carl Zeidler and John Zeidler offer investment advice through Wall Street Financial Group, Inc.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Wall Street Financial Group is stated or implied.
Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are 3 levels of membership which include standard membership, Court of the Table and Top of the Table.The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Wall Street Financial Group, Inc is stated or implied.
Forum 400 are paid membership organizations.
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