This Business Is Not BBB Accredited



(208) 319-3569


33 years in business
950 W. Bannock St., Ste. 100
Boise, ID 83702
Fax Numbers
  • (888) 499-0888
Additional Phone Numbers
  • (888) 404-6848
Additional Email Addresses
BBB File Opened: 06/29/2009
Business Started: 01/01/1984
Business Started Locally: 05/13/2009
Business Incorporated: 04/01/1998 in TX
Type of Entity
Business Management
  • Mr. John Long, VP of CLA Estate Services
  • Mr. Olaf Turek, General Cousel
Business Category
  • Estate Planning & Management
Alternate Business Names
  • CLA Estate Services, Inc.
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.



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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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Based on BBB files, this business has a BBB Rating of No Rating. The reason is as follows:
Complaints against this business are handled by another BBB.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.