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This business is not BBB accredited.


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

Click for BBB Rating on CLA USA

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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.

BBB Accreditation

This business is not BBB accredited.

Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.

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

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:

Idaho Department of Insurance
700 West State Street, 3rd Floor, Boise ID 83720-0043
Phone Number: 208-334-4250
Fax Number: 208-334-4398

Type of Entity


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.

BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.