In response to COVID-19, our physical office has temporarily closed in order to help prevent the spread of this virus. Please be assured that we remain committed to meeting your needs while working remotely. You can reach us by phone or email. As usual, you may also contact your financial professional directly by cell phone.
If necessary, for investment account servicing requests, contact the SFS Service Center at 1-888-237-1838. For Minnesota Life Insurance servicing, contact Minnesota Life’s Service center at 1-800-643-5728.
Symmetry Financial Solutions
Planto Roe Financial Services is now Symmetry Financial Solutions! Founded in 1994 by Richard Planto, ChFC, CLU, CLTC and Gene Roe, MSFS, CAP, ChFC, CLU, we are an independent financial advisory firm serving San Antonio and the surrounding area. In 2017, ownership changed to Richard Planto and Dave Bavero and with that came the evolution of our new name in 2018.
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.
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.