Wall Street Financial Group, Inc - John Zeidler, CFP®, CPA

Marion, Illinois

5.0 (6 reviews)
Call (800) 303-9255 Visit website →

About

Wall Street Financial Group, Inc., founded in 1988 and now led by John Zeidler (CFP®, CPA), is a registered investment advisor in Marion, Illinois serving retirees and pre-retirees. The firm offers financial planning, retirement income strategy, wealth management, tax-management strategies, long-term care planning, legacy planning, and insurance products including life insurance, annuities, and disability income insurance. As an independent RIA, the firm operates under fiduciary obligation when providing investment advice, and acts as a broker for insurance products across multiple carriers. John Zeidler's background in accounting and financial planning complements the firm's focus on tax-efficient strategies and comprehensive retirement planning.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: Closed, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

CPA

Certified Public Accountant

Accounting and tax expertise, valuable for tax-focused financial planning

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