Not to worry, you shouldn’t see any surprises on your bill, and, you’ll continue working with the same people as you are today.
All told, this transition should feel easy for you, and deliver new benefits. Take a look at CLAconnect.com to get a feel for CLA — a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities — we think you’ll like what you see.
Starting 9/21 find us at our new locations:
You are the reason for our success, thank you. We look forward to serving you long into the future.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.