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CLA USA

Phone: (208) 319-3569 Fax: (888) 499-0888 View Additional Phone Numbers 950 W. Bannock St., Ste. 100, Boise, ID 83702 http://www.clausa.com

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Description

This company provides financial planning; specializing in areas that concern strategic IRA planning, legacy "stretch" IRA Planning, IRA roth conversions, reducing or eliminating taxes on Social Security, federal state tax planning, catastrophic illness planning (Long Term Care Insurance and Annuities), wealth building/estate preservation, surviving spouse needs, maximizing income, and market-indexed returns with no risk to principal.

BBB Accreditation

A BBB Accredited Business since

BBB has determined that CLA USA meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

BBB Complaint Information

Find aggregate BBB complaint information for CLA USA. BBB serving Dallas and Northeast Texas has the full report as that BBB handles all complaints for CLA USA.

Additional Information

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BBB file opened: June 29, 2009 Business started: 01/01/1984 in TX Business started locally: 05/13/2009 Business incorporated: 04/01/1998 in TX
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Insurance, Dept of
700 W. State St. 3rd Floor, Boise ID 83720
www.doi.idaho.gov/
Phone Number: (208) 334-4250

Type of Entity

Corporation

Business Management
Mr. John Long, VP of CLA Estate Services Mr. Olaf Turek, General Cousel
Contact Information
Principal: Mr. John Long, VP of CLA Estate Services
Principal: Mr. Olaf Turek, General Cousel
Business Category

ESTATE PLANNING & MANAGEMENT

Alternate Business Names
CLA Estate Services, Inc.
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Types of Complaints Handled by BBB

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BBB Complaint Process

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