Investment Professionals

Why JULY
Services for Advisors
July Business Services is an industry leader who delivers creative, unbiased, and technically accurate retirement services... Learn more
Sales Support
The JULY Sales Team is dedicated to the success of advisors, and we provide hands-on expertise in helping you grow your... Learn more

Sector Experience

JULY has demonstrated expertise across a wide array of industries and client groups.  You can benefit from our many years of experience serving customers in industries including:

  • Medical Clinics / Physician Groups
  • Dentists
  • Hospitals
  • Other Healthcare Organizations
  • Certified Public Accounting Firms
  • Engineering Firms
  • Architects
  • Manufacturing
  • High Tech
  • Film and Media Organizations
  • Auto Dealers
  • and Many Others
News View all

Update: Revised Ruling Allows Forfeiture Balances to be Used for Safe Harbor Contributions
February 14, 2017

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