About Wall Street Financial GroupAt 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).
Being an independent RIA means being held to a higher legal standard means we are required to act in our client's best interest at all times when offering investment advice, it means acting as a fiduciary. In addition to offering investment advice, we are also proud to provide a range of insurance products including life insurance, annuities, long-term care insurance, and disability income insurance. Offering our clients these options allows us to provide more complete financial strategies. When selling insurance products, we act in a broker capacity, meaning we do not work for one insurance company. We provide our clients with multiple options from multiple carriers to find the policy that fits their situation the best.
In 2017, Carls's son, John Zeidler, joined the practice. John has a master's degree in accounting and is a certified public accountant. John brings to the practice his knowledge of taxation and financial planning to expand the services we currently provide to our clients.