What departments does PTS Financial Services have?

PTS Financial Services has employees across 9 departments including Purchasing, Business Development, Operations, Support, Customer Success.

What is the largest department at PTS Financial Services?

The largest department at PTS Financial Services is Support with 3 employees.

Where are PTS Financial Services employees located globally?

PTS Financial Services has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has PTS Financial Services's team size changed over time?

PTS Financial Services's team has decreased from approximately 18 to 16 employees based on available data.

PTS Financial Services Employee Directory

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

PTS Financial Services's key employees include: Ceo: T. F., Chief Purchasing Officer: L. M., Vice President Of Marketing And Business Development: K. F..

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.

PTS Financial Services Global Highlights

North America
41

United States Of America
41

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

PTS Financial Services's Leadership

T. F.
Ceo
Mobile Phone
Email
L. M.
Chief Purchasing Officer
Mobile Phone
Email
K. F.
Vice President Of Marketing And Business Development
Mobile Phone
Email
L. W.
Owner
Mobile Phone
Email
L. M.
Vice President
Mobile Phone
Email
P. R. E.
Training Director
Mobile Phone
Email
P. R.
Director, Training
Mobile Phone
Email
S. M.
Director Of Operations Ptstax/Compliance Manager
Mobile Phone
Email

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

K. M.
Sales Manager
Mobile Phone
Email
UNITED STATES
May 02, 2024
E. S.
Account Manager
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
A. L.
Senior Executive Coordinator
Mobile Phone
Email
Oct 21, 2024
Y. D.
Principal
Mobile Phone
Email
Oct 23, 2024
T. B.
Data Management Support Specialist
Mobile Phone
Email
United StatesGeorgia
Jul 01, 2026
A. D.
Information Technology Administrator
Mobile Phone
Email
United StatesGeorgia
Jun 30, 2026
A. B.
Affiliate Relations
Mobile Phone
Email
United StatesGeorgia
Jun 30, 2026
C. A.
Staff Accountant
Mobile Phone
Email
United StatesGeorgia
Jun 29, 2026
M. S.
Claims Coordinator
Mobile Phone
Email
United StatesGeorgia
Jun 19, 2026
K. H.
Sales Representative
Mobile Phone
Email
United StatesGeorgia
Jun 30, 2026

Frequently Asked Questions

What is PTS Financial Services known for?

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

+1-706-602-****

. Explore PTS Financial Services's company overview page for more information.

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

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?

PTS Financial Services has approximately 24 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Ceo: T. F.
Chief Purchasing Officer: L. M.
Vice President Of Marketing And Business Development: K. F.
Owner: L. W.
Vice President: L. M.

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PTS Financial Services Employee Directory

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