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July Business Services
- Financial Advising
- Waco, TX
About this business
July Business Services, founded in 1994, partners with financial advisors and employers throughout the United States to provide retirement plans and record keeping services. It designs and offers a variety of retention and retirement plans, including safe harbor, comparability, defined benefit, profit sharing and employee stock ownership plans. The services offered by the firm include plan design and administration, documents management, enrollment and communication materials, tax management, plan conversion, and payroll ser... read more
Location details
400 Austin Avenue, Waco, TX, 76701, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Do whatever you can to avoid working with this company. They are truly awful. Awful communication, not at all focused on taking care of the client, and care only about their bottom line. Very disappointing.
I have been working with July for over a year now, and my coworkers and I are very pleased with their service. Our dedicated representatives, Shawna Brown and Melanie Strojny, are great to work with and efficient with our requests!
Nicole is reliable and always willing to go the extra mile. A real pleasure to work with and an effective communicator with a great ability to explain concepts clearly. Her expertise is invaluable.
Jennifer Wilson - Client Service Manager - is an incredible asset to the July team. Jennifer was kind, understanding, consultative, and EXTRAORDINARILY helpful with regard to a very complex case we were working on together. I highly recommend July Business Services, especially if you get to work with the amazing Jennifer!!!
I am very thankful for working with July Services, I understand the morass of the regulations regarding 401(k) programs for my company. I highly recommend that you use this company to administer your retirement accounts.
Frequently asked questions about July Business Services
How is July Business Services rated?
July Business Services has a 4.1 star rating with 109 reviews.
When is July Business Services open?
July Business Services is closed now. It will open at 9:00 a.m.
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