PTS Financial Services

PTS Financial Services

Financial Services Calhoun, Ga, United States 24 employees
Employees
24
Contacts
3
Emails
3
Phones
1

PTS Financial Services Overview

Headquarters
Calhoun, Ga, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
24
Founded
1999
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About PTS Financial Services

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

PTS Financial Services Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

PTS Financial Services Org Chart

Sample employees and titles
Name Title Contact
Chase Allen Accountant and Future Cpa
View
Jeff Jones VP of Sales and Development
Email
Tony Farrell "Our Success Will Be Measured by the Value of the Services We Provide to Our Affiliates and Their Customers."
Email Phone
Alexandria Dunham IT Admin at Pts - Personal Tax Services, Inc. / Pts Financial Services
Email

Employees by Management Level

Individual contributor 12 profiles
Manager 2 profiles
Associate / junior 2 profiles
VP / Head 1 profile
Director 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 5 5 0
Sales 4 4 0
Executive 1 1 1

PTS Financial Services Tech Stack

Cloud / infrastructure 1 profile

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