IL · Marion

Fiduciary advisors in Marion, IL

1 advisor with offices in Marion. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Marion

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

Marion, Illinois

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.

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Financial advisors in Marion, Illinois

Advisors serving Marion specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Illinois's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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