ML

Merrill Lynch Financial Advisor Steven Bonetto

Financial consultant

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Services Offered

  • Investment advice
  • Financial planning
  • Retirement planning
  • Investment management

About

Steven Bonetto is a financial advisor based in Charlotte, North Carolina, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), he specializes in comprehensive financial planning and investment management. Steven serves individuals and families seeking to achieve their financial objectives through personalized guidance.

Reviews

Location

620 S Tryon St, Charlotte, North Carolina
Map showing location in Charlotte, North Carolina
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Contact This Advisor

Business Information

Address

620 S Tryon St
Charlotte, North Carolina 28202

Phone

+1704-339-2092

Website

https://advisor.ml.com/sites/nc/charlotte-uptown-nc/bonetto_martin_associates

Business Hours

Contact for business hours