Professional ServicesFinancial Planner

Middleton Wealth Management

Bermuda Dunes, California

Address78585 Starlight Lane, Bermuda Dunes, California, 92203Get directions
Phone(760) 409-2864
Websitekarimiddleton.com/

Description

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.

Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed