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Talk to your financial professional and your tax advisor about how Social Security benefits can fit into a complete retirement income strategy. Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. We are not affiliated with the U.S. government or any governmental agency.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Zach Gray offers investment advisory services through AE Wealth Management, LLC.

Carl Zeidler offers securities through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Carl Zeidler offers investment advisory services through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wall Street Financial Group is not affiliated to Kestra IS or Kestra AS. Neither Kestra Investment Services, LLC nor Kestra Advisory Services offer tax or legal advice.

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*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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