Investment Professionals

Services for Advisors
July Business Services is an industry leader who delivers creative, unbiased, and technically accurate retirement services... Learn more
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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
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Update: Revised Ruling Allows Forfeiture Balances to be Used for Safe Harbor Contributions
February 14, 2017

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