PTS Financial Services Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

At PTS, we help companies across America discover hidden revenue opportunities through use of add-on products that promote and/or highlight key services. We are experts at customer retention through loyalty programs, tax prep programs and other key services that our affiliate's customers appreciate. 

Through use of cutting-edge training and growth hacking tactics, we have helped hundreds of companies attain measurable success in regards to their financial goals. Tony Farrell, CEO, is a recognized expert in this field and has served as board member to many corporations. We've worked with both national and regional brands.

Services include: Tax Prep, Loyalty Programs, GAP (Guarantee Asset Protection), Debit Card Services, and Telemedicine Benefit Plans.

Industries in which we serve: Consumer Finance, Staffing Agencies, Independent Insurance Agencies, and Independant Tax Preparation Providers.

Let us help you discover hidden opportunities, please visit our website for more details. https://www.ptsfinancialservices.com

Interested in working with us? Email us at salesteam@ptsfinancialservices.com

Find PTS Financial Services employees' phone numbers or email addresses

PTS Financial Services Global Highlights

Location
Employees

North America
31

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  • United States Of America
    31

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

PTS Financial Services's Leadership

  • Stylized image of a person
    L. M.
    Chief Purchasing Officer
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  • Stylized image of a person
    J. J.
    Vp Of Sales And Development
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  • Stylized image of a person
    K. F.
    Vice President Of Marketing And Business Development
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  • Stylized image of a person
    L. W.
    Owner
    Phone icon
  • Stylized image of a person
    P. R. E.
    Training Director
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  • Stylized image of a person
    P. R.
    Director, Training
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  • Stylized image of a person
    S. M.
    Director Of Operations Ptstax/Compliance Manager
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  • Stylized image of a person
    N. B.
    Senior Account Manager
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PTS Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Information Technology
  • Sales
  • Support
  • Other

Contact profiles from PTS Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. W.
    Owner
    Phone icon
    United KingdomEngland
    Sep 08, 2025
  • Stylized image of a person
    L. M.
    Chief Purchasing Officer
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. J.
    Vp Of Sales And Development
    Phone icon
    United StatesTexas
    Nov 10, 2025
  • Stylized image of a person
    K. F.
    Vice President Of Marketing And Business Development
    Phone icon
    UNITED STATES
    Sep 30, 2025
  • Stylized image of a person
    P. R. E.
    Training Director
    Phone icon
    United StatesGeorgia
    Nov 17, 2025
  • Stylized image of a person
    P. R.
    Director, Training
    Phone icon
    UNITED STATES
    May 26, 2025
  • Stylized image of a person
    S. M.
    Director Of Operations Ptstax/Compliance Manager
    Phone icon
    United StatesGeorgia
    Oct 17, 2024
  • Stylized image of a person
    N. B.
    Senior Account Manager
    Phone icon
    United StatesVirginia
    Nov 11, 2025
  • Stylized image of a person
    K. M.
    Sales Manager
    Phone icon
    UNITED STATES
    May 02, 2024
  • Stylized image of a person
    A. L.
    Senior Executive Coordinator
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is PTS Financial Services known for?

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PTS Financial Services was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 113 North Park Avenue Calhoun, Georgia 30701 United States; you can contact the main corporate office by phone at . Explore PTS Financial Services's company overview page for more information.

What is PTS Financial Services's most common email format?

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PTS Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PTS Financial Services email formats with LeadIQ.

How many employees does PTS Financial Services have currently?

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PTS Financial Services has approximately 26 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are PTS Financial Services's key employees and leadership?

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As of February 2026, PTS Financial Services's key employees include:

  • Chief Purchasing Officer: L. M.
  • Vp Of Sales And Development: J. J.
  • Vice President Of Marketing And Business Development: K. F.
  • Owner: L. W.
  • Training Director: P. R. E.

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