Measurable Success

Reach your financial goals.

Our premium services increase  revenue, build customer loyalty, and strengthen your brand.

Proven Products

Club Programs

Grow your bottom line, all while providing your customers extra benefits by means of discount programs and merchandise protection. 

PTS Tax

Generate significant additional revenue with PTS TAX preparation. Offset that first quarter slump all while providing a valuable service to your customer 

Additional Services

Telemedicine, I.D. Theft Protection, Gap, and other valuable programs to increase customer retention and revenue.

Drive Loyalty & Brand Recognition

Customers want one-stop shopping. If they don't find what they need at your store, then they'll find it at your competitors. Let us help you provide add-on services that keep revenue in your store and give you a competitive edge.

Find Hidden Opportunity

Within your customer base are additional chances to up-sell, cross-sell and deepen penetration rates.  Becoming a partner with us allows you to see new ways to leverage your number one asset, your customer.

Take Your Image To The Next Level

As income soars, you can expand into greater revenue avenues.  New products and services appear and customers see your success. They will invest more deeply in you.  Grow your market with a PTS revenue engine today.

Ask Us About

Direct Benefits / Club Programs

John Blair

Vice President of Sales

706-602-0597 x 181

johnb@ptsfinancialservices.com

Tax Programs / Auto Clubs

Brad Haines

Sales Director

706-602-0597 x 111

bradh@ptsfinancialservices.com

Supply Chain Solutions / Branding

Tony Farrell

Chief Executive Officer

706-602-0597 x 233

sales@ptsfinancialservices.com

Telemedicine Programs / Growth Potential

Lauren Maddox

Vice President Financial Services

706-602-0597 x 120

laurenm@ptsfinancialservices.com

Independent Insurance Agency Services

Loni Benson

Affiliate Acquisition Specialist

706-602-0597 x 139

lonib@ptsfinancialservices.com

Elevate Card / Employment Agency Benefit Plans

Keshia Mitchell

Affiliate Acquisition Specialist

706-602-0597 x 305

keshiam@ptsfinancialservices.com

Contact Us

Visit beautiful north Georgia

We are headquartered in historic downtown Calhoun, Georgia just off Wall Street.  

Midway between Atlanta and Chattanooga on I-75, we would be happy to schedule a visit with you to share how our proven processes and unrivaled service can drive revenue to your business.  

Our offices are just are moments from great dining. Enjoy the southern hospitality of Barnsley Gardens golf resort and don't miss the castle ruins.


PTS Financial Services

113 North Park Avenue, Calhoun, GA 30701

(706) 602-0597

Hours

Weekdays 8:30-5 Eastern

We love our employees and value the time they spend with their families so we are closed for Thanksgiving, Christmas and recognized major national holidays.  

A Vetrepreneur Business

American Owned & Operated