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.
At Lendmark, we understand loans are as individual as the people who apply for them. So we personalize loan solutions to meet your unique needs. But one thing is always the same for every Lendmark customer: we strive to make borrowing easy, convenient, and affordable.
Todd Stoner, Russell Livesay, Sabrina Moore, Cheryl Traudt, Angelo Ochoa, Alleigh Kazanas and Terra Penner comprise the Disciplined Investor's Advisory Team. Each is committed to helping clients achieve their financial goals and maximize their investment returns through applying long-term disciplined investing principles.
Ken Willis is a Licensed Financial Representative with Primerica serving WACO and its surrounding areas.
