PTS Financial Services Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

PTS Financial Services is a financial services firm based in Calhoun, Georgia, serving clients across the United States. It helps client companies identify hidden revenue opportunities by offering add-on products that highlight core services, with an emphasis on customer retention through loyalty programs and tax-prep initiatives. In 2020, the company expanded with the launch of PTS Insurance Company, adding an insurance subsidiary to its family of companies.

The company serves sectors including consumer finance, staffing agencies, independent insurance agencies, and independent tax preparation providers. Its service lineup includes Tax Prep, Loyalty Programs, GAP (Guarantee Asset Protection), Debit Card Services, and Telemedicine Benefit Plans. The organization describes its approach as leveraging training and growth tactics to support clients in achieving measurable financial outcomes.

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