Gleason Tax Advisory
Happier, Healthier & Less Stressed
These three ideals we strive for because these are the only things we have to consider in life. If we base our decisions on these ideals, we make informed and sound decisions. Everything we do for our clients is to guide them along this ideal path.
Bruce Gleason
Bruce is a lifelong resident of Chautauqua County, NY. He graduated from Chautauqua Central School in 1994, moving on to earn his Associates’s degree from Jamestown Community College in 1996 and later received his Bachelor’s degree from SUNY Geneseo in 1998. After College, Bruce spent a decade assisting people in obtaining mortgages and loans. He worked in the financial services industry, setting up and advising clients on retirement accounts and strategies. Working for a local tax and financial advising company, he became an enrolled agent before starting his firm.
Bruce is a licensed life and health agent and continues to assist clients in getting health and Medicare insurance. He focuses on planning to prevent surprises and make clients’ life changes less stressful by dedicating the time to fulfill their short and long-term goals. He has lived in Jamestown, NY, since 2002 with his wife, Elizabeth Gleason, who owns a marketing firm and art studio. Both are dedicated to their clients and community in trying to build a better future for all.