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Bruce Leckey, CPA       Bruce Leckey Insurance

Financial Services for Retirees

I have been a resident of Manatee County since 1984 after graduating from UCF.  I sold my CPA practice and Insurance Agency in 2010 and worked as a College Professor of Accounting and Business both in Dubai and locally until retiring in May of 2026.  Of course, as a CPA, I am here to help you with your taxes.  I am also available to discuss any questions you might have regarding your 401(k) rollover & retirement planning.  You are welcome to contact me to ask about strategies you are considering, or to clarify something you heard at a seminar about investments or annuities. With just your age and marital status (no personal information needed), I can tell you your expected guaranteed lifetime monthly income per $100,000 invested in a fixed retirement annuity* - email me.

*Disclaimer:

All guarantees are subject to the claims-paying ability and financial strength of the issuing insurance company. 
Annuities have no bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency.
 

 

01

CPA - Income Taxation

02

401(k) Rollovers & Retirement Annuities

Contact Me - Let's Chat...

Address

6901 Professional Pky E

Suite 200

Sarasota, FL 34240

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Email

bruceleckeycpa@gmail.com

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Phone

(813) 334-0648

 

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