Financial Consulting Bermuda Dunes

Middleton Wealth Management 

Financial Consulting Bermuda Dunes
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Place
Bermuda Dunes, CA  
Landline
(760) 409-2864
Fax
(760) 406-5896
E-Mail
kari.middleton@lpl.com
Website
www.karimiddleton.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.

Keywords Financial Planning & Investing, Retirement Planning, College Planning, Estate Planner, Business Strategies.

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Financial Consulting
(760)409-2864 (760)-409-2864 +17604092864