Okay, here’s a detailed overview of Lateral Investment Management, presented in a formal and helpful tone, adhering to your specifications:

Lateral Investment Management: A Comprehensive Overview

Lateral Investment Management is a respected financial consultant and financial planner firm located in the heart of San Mateo, California. Situated at 400 S El Camino Real, San Mateo, CA 94402, and reachable by phone at 6503962200, the company strives to provide tailored investment solutions to individuals seeking to achieve their long-term financial goals. Their website, lateralim.com, offers further details about their services and philosophy.

Key Characteristics and Services:

Lateral Investment Management distinguishes itself through a client-centric approach. They focus on building enduring relationships based on trust and transparency. Their core competencies include:

Investment Management: They offer a range of investment strategies designed to align with diverse risk tolerances and objectives.
Financial Planning: Beyond simply managing investments, they provide holistic financial planning services, encompassing retirement planning, estate planning considerations, and tax optimization.
Personalized Service: A hallmark of Lateral Investment Management is their commitment to individualized attention. They recognize that each client’s situation is unique, and tailor their advice accordingly.

Wheelchair Accessible Entrance: Ensuring ease of access for all visitors.
Wheelchair Accessible Parking Lot: Providing convenient parking options.
Wheelchair Accessible Restroom: Meeting essential accessibility needs.
* Restroom Facilities: Standard restroom services are readily available.

Important Notes and Current Feedback:

Currently, Lateral Investment Management has 0 reviews on Google My Business, reflecting a relatively new or smaller operation. The average opinion is 0/5. This suggests an opportunity for the firm to actively cultivate positive client feedback and build a stronger online reputation. It’s important to note that a lack of reviews doesn’t necessarily indicate poor service – it simply signifies a recent establishment.

| Feature | Detail |
|--------------------|---------------------------------------|
| Location | 400 S El Camino Real, San Mateo, CA 94402 |
| Phone | 6503962200 |
| Website | lateralim.com |
| Specialties | Financial Consultant, Financial Planner |

Recommendations and Next Steps:

For individuals seeking a dedicated and experienced financial consultant and financial planner, Lateral Investment Management presents itself as a viable option. Their commitment to accessibility and personalized service is commendable. While current reviews are limited, the firm’s focus on client relationships and comprehensive financial planning suggests a potential for strong service delivery.

We encourage prospective clients to visit their website at lateralim.com to learn more about their services and schedule an appointment recommended to discuss your specific financial needs. Contacting them directly through their website is the best way to initiate a conversation and explore how they can assist you in achieving your financial aspirations.