One-on-one investment advice and guidance
Svetoslav Neshev, Financial Advisor

Svetoslav Neshev

Read definition of, CRPC®
Closelayer

CRPC®

A Chartered Retirement Planning Counselor (CRPC®) specializes in meeting the pre- and post-retirement needs of individuals and families, including asset management, retirement income, health and long-term care, and wealth protection and transfer.

End of layer

Financial Advisor

1414 Massachusetts Ave
Cambridge, MA 02138

Office: 617.498.3127

close Find me at these other locations
 
 
Find me at these other locations
End of information panel.
 
 

Learn more about this advisor's background on FINRA's BrokerCheck.

BrokerCheck helps you research advisors and firms.

Let's talk

617.498.3127


TYV17 02138 vito-neshev Schedule an appointment
 
 
 

My name is Svetoslav Neshev, and I'm a licensed Merrill Edge Financial Solutions Advisor™. I can help you save and invest for what matters most to you.

I work with a team of investment associates on your behalf. Whether you're interested in learning more about investing, or ready to discuss a specific goal such as retirement or a child’s education, we can help. We'll design an action plan with specific investment recommendations based on your goals, risk tolerance, liquidity needs and time horizon. Together, we can review your progress and make adjustments as needed to help you get and stay on track.

I can also offer access to a broad range of Bank of America® deposit and borrowing solutions — from checking accounts, savings accounts and CDs to credit cards — to help you meet your immediate needs and long-term goals.

Whatever your investment needs, I'm available to help you either in person at Bank of America®, 1414 Massachusetts Ave Cambridge, MA 02138, or by phone. Contact me to take advantage of a complimentary financial review and see for yourself how Merrill Edge® streamlines investing to help you invest for what matters most to you.

An action plan to pursue your goals

After a one-on-one conversation, you'll receive a Merrill Edge Roadmap® action plan designed to help you pursue your financial goals, such as retirement and college.Footnote *

Learn more »

Life stage planning

No matter where you are on your investment journey — just starting out, seeking to build wealth, nearing retirement or already retired — I can help.

Learn more »

Your life priorities

Answer a few simple questions, and you'll get a personalized collection of resources, tools and solutions to help you invest for what matters most to you.

Learn more »

Investor education

Whatever your level of investing experience, explore educational resources designed to deepen your understanding and help you make more informed investment decisions.

Learn more »

* Merrill Edge Roadmap® is available with a Merrill Edge Advisory Center™ account.

It starts with a conversation —
let's discuss your investment needs

617.498.3127

Schedule an appointment

Svetoslav Neshev is registered to do business in: CA, CT, FL, MA, ME, NH, NJ, NY, RI, TX, VA, VT

Supervisory Office:
100 Federal St
Boston, MA 02110
617.434.0127