July Business Services

Financial Services - Waco, TX, US

July Business Services Employees
Jahedur Rahman

Senior Application Developer

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Luana Rodriguez

Recordkeeper Daily Trading

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Jennifer McConnell

Regional Sales Director - Eastern Central

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Tyler Sweet

Advisor Billing Coordinator

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Jason Miller

Director of Recordkeeping

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Megan Knapp

Marketing & Institutional Relationship Coordinator

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July Business Services Details

JULY is a 401(k) services company specializing in hi-touch, tech-enabled retirement plan services. Our employees have served as plan experts to advisory firms, advisors and employers in the small and micro 401(k) plan market for over 25 years. Over the last decade, our in-house software development team has built a host of proprietary technology solutions to streamline, automate and simplify all facets of retirement planning to make processes rewarding and easy for our clients.

July Business Services logo, July Business Services contact details
Website: julyservices.com
Employees: 100 - 249
HQ: 254-296-4015
Location: Waco, TX, US
Revenue: 10 - 20 Million
401k Plan Administration 401k Recordkeeping Payroll Services ERISA Consulting Cash Balance Financial Services Financial Advisory Services Investment Banking Asset Management Finance
July Business Services Technologies
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Outlook

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Microsoft Office 365

Analytics and Tracking

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Wistia

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