We provide retirees and pre-retirees with personalized, tax-efficient financial strategies that protect what you’ve built and prepare you for what’s ahead.
A Legacy of Trust. A Future Built on Guidance.
Our mission is to help you plan confidently not just for today, but for the years to come.
who we are
Wall Street Financial Group was founded in 1988 by Carl Zeidler, who built the firm on the values of independence, integrity, and putting clients first. After decades of service, Carl has since retired, passing the torch to his son, John Zeidler.
Now leading the firm, John brings deep expertise as a Certified Public Accountant and Certified Financial Planner™. With a Masters degree in Accounting and a passion for helping people make smart financial decisions, John continues the family legacy — guiding clients through everything from rolling over retirement accounts and understanding what an IRA is, to long term care insurance planning and investment strategies.
Our Numbers Tell the Story of Trust.
We’ve been helping individuals and families navigate every financial journey
Founded by Carl W. Zeidler
Assets guided by our advisory team
Of trusted experience
Served across generations
What We Do
From long term care insurance and legacy planning to education savings, tax strategies, and insurance products, we tailor every plan to your goals not just today, but for the road ahead
Retirement Income Strategy
Wealth Management & Investments
Asset Protection
Annuities
Life Insurance
Tax-Management Strategies
Long-Term Care Strategies
IRA/401(K) Rollovers
IRA Legacy Planning
Roth Conversion Strategies
WHY Work With Us
Whether you're just getting started or want a second opinion, we will help you create a strategy that fits your life. We believe every strong financial plan starts with four key pillars.
Download this 12 page guide to learn more about potential tax strategies for retirement. This guide will cover:
Why your taxes might not decrease in retirement
How "buckets" can help illustrate the impact of taxes on varying assets
What required minimum distributions could mean for your tax bracket
core values
We are dedicated to maintaining the highest level of professional knowledge in tax planning, estate planning, and investment management. Our clients benefit from our continuous learning and collaboration with trusted legal professionals.
We believe every client deserves a financial plan as unique as they are. We are committed to listening, understanding, and tailoring our strategies to fit each individual's needs.
We prioritize the well-being of the individuals and families we serve, ensuring that each recommendation is made with their long-term goals in mind.
As a family-founded firm, we uphold the highest standards of integrity. We build lifelong relationships based on trust, transparency, and always putting our clients’ interests first.
We honor the legacy of our founders by fostering enduring relationships and helping our clients leave a meaningful legacy for future generations.
Testimonials
From long term care insurance and legacy planning to education savings, tax strategies, and insurance products, we tailor every plan to your goals — not just today, but for the road ahead
Insights
Explore articles about our firm, including perspectives on joining and working at Wall Street Financial Group.
