Middleton & Company 1111 Main Street, Vancouver, WA 98660
About the Business
![Middleton & Company Middleton & Company](https://guideinua.b-cdn.net/images/logo_new/847/32981569/logo.webp)
Middleton & Company is a unique financial planning firm located at 1111 Main Street in Vancouver, Washington. We specialize in helping passionate professionals achieve their career goals while also fulfilling their dreams of traveling the world. Our team loves numbers and is dedicated to implementing smart financial planning strategies that allow you to take sabbatical breaks and explore new adventures.
Taking a sabbatical is more than just a vacation – it can actually benefit your career in the long run. If you're considering taking a break but feeling overwhelmed, we're here to help you put all the pieces together and make it happen. Our goal is to help you save and invest strategically so you can have the freedom to take a break without sacrificing your financial future.
Whether you're looking to take a break from work, start something new, or simply need guidance on your financial journey, Middleton & Company is here to support you. Our services are ideal for households with various investment levels, and we offer personalized advice to help you achieve your goals.
Life is full of twists and turns, and we want to help you navigate them with confidence. If you're unsure about scheduling a meeting, don't hesitate to reach out to us. Middleton & Company is a registered investment adviser in Washington, Oregon, and Texas, and we are committed to providing personalized investment advice to help you live a life that truly inspires you.
Location & Phone number
1111 Main St #630, Vancouver, WA 98660, United States
Hours open
Monday:
9:00 AM - 4:30 PM
Tuesday:
9:00 AM - 4:30 PM
Wednesday:
9:00 AM - 4:30 PM
Thursday:
9:00 AM - 4:30 PM
Friday:
9:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Working with Taylor and Kailie gave my wife and I the peace of mind that with a financial plan in place, we could achieve our long-term goals. As simple as it sounds, their patience, active listening, professionalism, and thoughtfulness in putting together a financial plan proved just what we needed to stay focused on getting to where we want to be. I'd recommend their services, especially to young couples still imagining what the future could have in store."
"Taylor and the team are amazing to work with. It’s great to find trusted people who care about you the way Middleton does."
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