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Andrew B

CFP®, Series 63

Palm Beach Gardens, FL

Ameritas Advisory Services, LLC

Andrew Bluestone is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has worked with multiple Ameritas entities and has been involved with Sapphire Financial and Selective Benefit Group since the 1980s. Outside of advisory roles, Bluestone authors educational materials and conducts seminars focused on networking and business development, and he provides consulting and expert witness services related to retirement planning. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm utilizes a range of managed account programs and integrates multiple custodial platforms to support portfolio construction and ongoing management.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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