BBB Business Review

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BBB Accredited Business since

CLA Estate Services Inc

Additional Locations

Fax: (888) 499-0888 View Additional Phone Numbers 211 North Union Street Suite 100, Alexandria, VA 22314

Click for BBB Rating on CLA Estate Services Inc

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This business offers estate planning and management services, financial planning services and insurance services.

BBB Accreditation

A BBB Accredited Business since

BBB has determined that CLA Estate Services Inc 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 Estate Services Inc. BBB serving Dallas and Northeast Texas has the full report as that BBB handles all complaints for CLA Estate Services Inc.

Additional Information

BBB file opened: February 20, 2003 Business started: 01/01/1984 Business started locally: 02/17/2003 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:

State Corporation Commission (SCC)-VA
Tyler Building, 8th Floor, 1300 E. Main Street, Richmond VA 23219
Phone Number: 804-371-9657
Fax Number: 804-371-9416
The number is 114896.

Type of Entity


Business Management
Mr. John Long, Vice President
Contact Information
Principal: Mr. John Long, Vice President
Business Category

Estate Planning & Management Financial Planning Consultants Insurance Services

Alternate Business Names
Additional Information

This company's headquarters is located at 9300 Wade Boulevard, Ste 100, Frisco, TX 75035

Locations in the service area of the BBB of Metropolitan Washington, DC and Eastern Pennsylvania:

Pennsylvania Location-630 Freedom Business Center
3rd Floor
King of Prussia, PA 19406
(610) 205-2912

Maryland Location - 3 Bethesda Metro Center, Suite 700
Bethesda, MD 20814
(301) 280 5957

Virginia Location - 211 North Union Street, #100
Alexandria, VA 22314
703 519 1237

Industry Tips
Financial Planners

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.