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BBB Accredited Business since
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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.
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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.
Licensing, Bonding or Registration
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or registration. BBB encourages you to check with the appropriate agency to be certain
any requirements are currently being met.
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Insurance, Dept of
700 W. State St. 3rd Floor, Boise ID 83720
Phone Number: (208) 334-4250
Type of Entity
Business ManagementMr. John Long, VP of CLA Estate Services Mr. Olaf Turek, General Cousel
ESTATE PLANNING & MANAGEMENT