What are the opening hours?

Monday 7am - 5:30pm Tuesday 8:15am - 5:15pm Wednesday 7am - 5:30pm Thursday 7am - 5:30pm Friday 7am - 5:30pm

July Business Services

Home
United States
Waco, TX
July Business Services

Expert retirement plan support for financial advisors & small businesses for 30+ years.

July Business Services is a retirement and payroll services company that partners with financial advisors and employers in designing and implementing successful retirement plan strategies. We bring our independent expert knowledge to all facets of the strategy from customized plan design to implementing and managing successful solutions for our clients.

06/16/2026

AI tools are only as useful as the context you give them. A generic prompt gets you a generic answer.
That was one of the biggest takeaways from our recent webinar with Lisa Kottler. Her tip: build an identity file, a single document that tells AI who you are, who you serve, and how you work, so everything it produces actually sounds like you.
Lisa put together a short follow-up video walking through exactly how to build one.
https://hubs.li/Q04kw8-q0

06/15/2026

The advisors growing fastest aren't finding new clients to build both wealth management and qualified plan business. They're working the book they already have.
This Wednesday, join Brian Elliott, SVP and Director of Institutional Division at Genter Capital Management, for a session on spotting qualified plan opportunities inside your existing relationships, converting participants and executives into private wealth clients, and building a practical 30-60-90 day action plan to put it all in motion.
June 17 | 3:00 PM CT | https://hubs.li/Q04kySnM0

06/11/2026

Workers are stretched right now. Inflation, rising costs, and short-term financial pressure are showing up in retirement plan participation rates and contribution levels.

Plan design can do a lot of the heavy lifting here. Auto-enrollment, auto-escalation, and thoughtful default rates help participants stay on track even when they are not actively thinking about retirement. Advisors who bring plan design conversations to the table are providing real value beyond investment selection.

https://hubs.li/Q04hl2Lh0

06/10/2026

Helping participants understand and use their benefits well is one of the most meaningful things a plan can do. JULY has built a financial wellness curriculum that gives plan sponsors a structured, ready-to-use resource covering everything from budgeting and debt management to retirement readiness and beyond.
This is another resource for you to share with your plan sponsor clients.
https://hubs.li/Q04k6xpN0

06/09/2026

Please join us in welcoming Chris Imbrunone to the JULY sales team. Based in Chicago, Chris will partner with advisors across Illinois, Indiana, Iowa, Minnesota, and Wisconsin as Regional Sales Director for the Heartland region. He brings more than 20 years in financial services, with deep expertise in retirement plan consulting, advisor relationship management, and plan design, plus his CRPC designation. As our advisor relationships continue to grow, we're expanding the team so every advisor and plan sponsor gets the attention and support they deserve. Welcome aboard, Chris.
https://hubs.li/Q04kyydF0

06/08/2026

Cast your vote in the 2026 NAPA Advisors' Choice Awards! If JULY has been a reliable partner in supporting your retirement plan clients, we'd appreciate your support. Voting closes June 22nd.
https://hubs.li/Q04k5gYr0

06/04/2026

Most advisors treat wealth management relationships and qualified plan business as two separate conversations. The advisors growing fastest are working them together.

Join Brian Elliott, SVP and Director of Institutional Division at Genter Capital Management, for a session on how to spot qualified plan opportunities in your existing wealth management book, convert participants and executives into private wealth clients, and build a practical 30-60-90 day action plan to put it all in motion.

June 17 | 3:00 PM CT | https://hubs.li/Q04k4yTl0

06/02/2026

Small business owners want to offer competitive benefits, but the administrative burden of a standalone 401(k) can be a real barrier.
JULY's Launch401k PEP lets advisors bring enterprise-level retirement benefits to small business clients without the complexity. Plan sponsors transfer significant fiduciary responsibilities, reduce administrative overhead, and get a solution that scales with their business.
Learn more: https://hubs.li/Q04jM7700

05/27/2026

Most small business owners don't realize how much of the cost to start a retirement plan can be offset by federal tax credits.

Under SECURE 2.0, businesses with fewer than 100 employees may be eligible for credits covering up to $5,000 per year for three years in startup costs, plus an additional credit for employer contributions. For a business on the fence about offering a plan, those numbers may change the conversation.

https://hubs.li/Q04hkNQc0

05/26/2026

We recently hosted a Washington Update featuring special guest Bradford P. Campbell, joined by Brian Smith, AVP of Sales at JULY, for a conversation on the issues reshaping retirement plans right now. Topics included new DOL fiduciary regulations, ERISA litigation trends, IRS regulations on Trump Accounts, alternative assets in 401(k) plans, the outlook for SECURE 3.0, and broader tax policy changes affecting 401(k)s. Check out the replay now to stay up to date.

https://hubs.li/Q04gwhnt0

Address

400 Austin Avenue
Waco, TX
76701

Opening Hours

Monday	7am - 5:30pm
Tuesday	8:15am - 5:15pm
Wednesday	7am - 5:30pm
Thursday	7am - 5:30pm
Friday	7am - 5:30pm

Website

http://www.julyservices.com/

Alerts

Be the first to know and let us send you an email when July Business Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to July Business Services:

Shortcuts

Want your business to be the top-listed Finance Company in Waco?