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July Business Services, Inc.
Primary contact: Teresa Taylor
Telephone Number: 888.333.5859 X 418
Contact Email
Email This Listing
Years in Business: 15 Years |
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Address: 215 Mary Avenue, Suite 302
City: Waco
Home State: Texas
Business States: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Indiana, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming Zip Code: 76701
Website: www.julyservices.com
Plan Investments: Open Architecture
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About Us:
July Business Services partners with financial advisors and employers to provide retirement plan recordkeeping and administration with integrated cafeteria plans and payroll. Founded in 1994, July delivers exceptional service with uncompromising accuracy to approximately 2,700 plans in all 50 states.
July is a non-producing TPA offering transparent unbiased solutions. In today`s business climate employers need business partners they can count on to get the job done right. At July, we are committed to serving clients with integrity, loyalty, and quality. |
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DC Plans |
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Daily Valuation |
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Advisor Web |
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Tax Reporting |
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DB Plans |
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Proposal Support |
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Plan Design |
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Enrollment Kits/Fact Sheet |
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Non-Qualified Plans |
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E & O Insurance |
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Online Statements |
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Plan Sponsor Newsletters |
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Single Person Plans |
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Plan Sponsor Web |
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Compliance |
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Sales Support/Enrollment Consultants |
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