PTS Financial Services, LLC

Services Offered

• Financial planner
• Health insurance agency
• Insurance agency
• Life insurance agency
• Tax preparation

About

PTS Financial Services helps clients get out of debt, improve their credit , to prepare for retirement and meet their financial goals. Allen Jones, Owner of PTS Financial Services, LLC since 2010, provides financial services in the areas of retirement planning, wealth preservation, and Tax Preparation. Allen's background is in technology at multiple Wall Street Firms. His responsibilities included supporting research, sales and trading operations. Allen attended Baruch College CUNY majored in Business Administration and Accounting. He spends his days now solving financial problems for his clients from his Mount Holly office. He is determined to help his clients reach their financial goals.

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