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  210-477-7140  Stacy.Smith@plantoroe.com

Planto Roe Financial Services, Inc.

Planto Roe Financial Services, Inc.
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Achieving Success by

Advocating for your financial future

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Achieving Success by

Creating Growing Protecting

Advocating for your financial future

Achieving Success by

Advocating for your financial future

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

 

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Welcome to Planto Roe Financial Services

At Planto Roe Financial Services we provide customized solutions to assist individuals and business owners in pursuing their financial goals. We offer a comprehensive line of products and services as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, we’re committed to helping you accomplish your long-term financial objectives.

Our Company

Founded in 1994 by Richard Planto, ChFC, CLU, CLTC and Gene Roe, MSFS, CAP, ChFC, CLU, Planto Roe Financial Services is an independent financial advisory firm serving San Antonio and the surrounding area.

Our Services

Our representatives can help you in the following areas: Retirement Services, Life and Disability Insurance, Investment Advisory Services, Long Term Care Planning, Business Services and Financial Strategies for Individuals with Mineral Rights.

Our Associates

In today's complex world, the expertise and clear vision of a financial professional can help you pursue your financial goals. Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients.

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Contact info

  •   19230 Stonehue, San Antonio, Texas 78258
  •   210-477-7140
  •   Stacy.Smith@plantoroe.com

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Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Planto Roe Financial Services, Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Planto Roe Financial Services, Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Planto Roe Financial Services, Inc. are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 1813740 DOFU 06/2017

Registered in the following states: Texas (TX)

Insurance licensed in the following states: Texas (TX)

© 2018 Planto Roe Financial Services, Inc.. All rights reserved.

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