Middleton Wealth Management

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Financial Planner·Closed Today·Bermuda Dunes, CA

Bermuda Dunes, CA 92203

(760) 409-2864

Website iconwww.karimiddleton.com

About this business

I work with small businesses, business owners, healthcare and other professionals, non-profit organizations, and high net-worth individuals on all aspects of financial planning. I was recently named a Five Star Wealth Manager for the sixth consecutive year and I was recipient of the Freedom Club at LPL Financial. Kari is also owner of Medical Wealth Management in the Palm Springs area.

Products and Services

Business Advisory and Tax Planning, Retirement planning (IRA'S/Pensions/401k's/403b's), Small Business Planning

Mon 8:00 AM to 5:00 PM
Tue 8:00 AM to 5:00 PM
Wed 8:00 AM to 5:00 PM
Thu 8:00 AM to 5:00 PM
Fri 8:00 AM to 5:00 PM
Sat Closed
Sun Closed

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Bermuda Dunes, CA 92203
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