CLA to Use Financial Planning Software

Tuesday, 25 July 2017
Running a Firm

John Urosevich, CLA Wealth AdvisorsCliftonLarsonAllen will use MoneyGuidePro, a financial planning software package, for providing services to existing and new clients. The application from PIEtech will be used in three CLA business lines wealth advisory, outsourcing and audit, tax and consulting offering financial planning and investment advisory services through CLA Wealth Advisors.

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