We help our clients with retirement planning, investments, educational savings, legacy planning, insurance products, and tax-management strategies.
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.
