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6. Middleton Wealth Management 

Middleton Wealth Management 

Middleton Wealth Management  Business Information

Name:

Middleton Wealth Management 

Address:

City:

Bermuda Dunes

State:

California, US

Telephone:

(760) 409-2864

Fax:

(760) 406-5896

Website URL:

http://www.karimiddleton.com/

Facebook:

n/a

Twitter:

n/a

Categories:

Financial Advisory Services

Hours:

M-F 8am-5pm, Sa-Su Closed

Services:

n/a

Products:

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

Brands:

n/a

Coordinates:

33.742809, -116.288292

Accepted Payment:

Contact:

[email protected]

About Middleton Wealth Management 

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.