General Info

Planto Roe Financial Services offers insurance and financial products and services for individuals, businesses and their employees. It deals in annuities, retirement planning and income management products, as well as disability income, life and long-term care insurance. Additionally, Planto Roe Financial Services provides trust and real estate investment management services, mutual funds in addition to education savings, executive bonus and payroll deduction plans offered by Securian Financial Services. Headquartered in San Antonio, Planto Roe Financial Services operates several branches in Texas and Louisiana.