Herring Carolyn R

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 services. It also provides online investment advice, financial counseling and enrollment workbooks and forms, investment education, risk profile worksheet, and fact sheets. July Business Services is located in Waco, Texas.

Paul J Christensen Associates LLC, located in Waco, TX, offers a comprehensive range of financial services tailored for both individuals and businesses. Their expertise includes personal financial planning, retirement planning, estate planning, and various tax services, ensuring clients receive personalized and diligent support. In addition to individual services, the firm provides specialized business services such as small business accounting, payroll, and financial advisory services. With a focus on accuracy and client satisfaction, Paul J Christensen Associates aims to deliver big firm capabilities with a small firm personality. Generated from the website