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Business Directory

Financial Services - Advisor

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Anjin Financial Solutions

www.anjinfinancialsolutions.com

1175 Old Red Ranch Road
Dripping Springs, TX 78620
Map

512-483-1817
Email

  • Financial Services
  • Financial Services - Advisor

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Charles Schwab

www.schwab.com

Full service investment and financial planning services.

333 East Hwy 290 West Suite 427
Dripping Springs, TX 78620
Map

512-858-7073
Email

  • Financial Services
  • Investment
  • Financial Services - Advisor

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Susan Curran Financial, CPA, CFP

www.susancurranfinancial.com

We provide full service accounting, bookkeeping, tax planning and preparation for businesses and individuals, financial planning, life insurance, and investments.

Investment Advisory services offered through Curran Financial Partners, LLC an independent Registered Investmnent Advisor.

612 Hwy 290 W
Dripping Springs, TX 78620
Map

512-858-0805
Email

  • Financial Services - Advisor
  • Investment
  • Accounting/Audit/Tax Services - CPA
  • Accounting/Audit/Tax Services - Accountants

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Edward Jones - Don McGraw

www.edwardjones.com/financial-advisor/inde

800 HWY 290 West
Suite 500
Dripping Springs, TX 78620
Map

512-858-2850
Email

  • Financial Services - Advisor
  • Financial Services

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Edward Jones - Gavin Loftus, CFP®, Financial Advisor

www.edwardjones.com/en_US/fa/index.html&CI

300 W. Mercer St. Ste. 200
Dripping Springs, TX 78620
Map

512-894-3801
Email

  • Financial Services
  • Investment
  • Financial Services - Advisor

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Edward Jones - Patrick Woodman

www.edwardjones.com/financial-advisor/inde

Patrick Woodman
14101 Hwy 290 W, Suite 100A
Dripping Springs, TX 78737
Map

512-894-0665
Email

  • Financial Services
  • Financial Services - Advisor
  • Investment

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Maugel & Purcell Financial Solutions

www.moneymaugel.com

215 Sundance Trail
Suite B
Dripping Springs, TX 78620
Map

512-264-3833
Email

  • Financial Services
  • Financial Services - Advisor
  • Insurance & Benefits
  • Health
  • Investment

Profile

Merrill Lynch Wealth Management

http://fa.ml.com/justinrodriguez

3700 N Capital of Texas Hwy
STE 400
Austin, TX 78746
Map

512-795-2506
Email

  • Financial Services - Advisor

Profile

Prominent Financial Planning LLC

www.prominentfp.com

Prominent Financial Planning is a fee only financial planning firm which means that we do not receive compensation from any source other than our clients. We believe that this helps minimize conflicts of interest and enables us to achieve our mission of truly pursuing our clients’ best interests. We specialize in assisting families, sales professionals and healthcare providers in achieving their financial goals.

111 Sandpiper Cove
Austin, TX 78737
Map

512-660-7766
Email

  • Financial Services
  • Financial Services - Advisor
  • Investment

Profile

Raymond James - Richard & Susan Santamaria, AAMS®

www.raymondjames.com/susansantamaria

Susan J. Santamaria

Financial Advisor

susan.santamaria@raymondjames.com

 

In the 1980s, Susan recognized the need for a consultative approach to helping people meet their financial goals. She took the opportunity to educate clients for the benefit of their overall financial well-being. Caring and smart, she strives to help clients build and preserve their wealth, and transfer it according to their wishes.

Focused on providing thorough financial assessments and plans, as well as investment selection and portfolio management, Susan joined Raymond James in 2015. She respects the research and good reputation of the firm in addition to establishing an independent relationship where she can always put client interests first. Susan held similar positions over the course of 30 years with Merrill Lynch and Edward Jones, where she also served in key leadership roles. For three consecutive years, she was recognized with the Iron Horse award for leadership.

A graduate of The University of Texas at Austin, Susan has continued learning and achieved the designation of Accredited Asset Management Specialist (AAMS) from the College for Financial Planning in 2004.

She has consistently been involved in the communities she has called home. Susan has been named an honorary member of the Women’s Board of the Children’s Home & Aid Society in Chicago, Illinois, and received a certificate of merit for outstanding dedication in volunteer service from the Chicago Texas Exes – an alumni association of her alma mater, where she is a lifetime member and also served for many years as president of the Chicago Chapter.

For more than five years, Susan has served as president of the Dripping Springs Community Foundation, in Dripping Springs, Texas. She is a member of Dripping Springs Chamber of Commerce, the Dripping Springs Womens Club, and the city’s St. Martin de Porres Catholic Church.

Susan grew up in south Austin, Texas, and resided in Chicago for 26 years. She lives on 30 acres in the Pedernales River Valley in the beautiful Texas hill country outside of Dripping Springs with her husband, Richard.

 

14101 W Hwy. 290, Bldg 800
Dripping Springs, TX 78620
Map

512-894-2137
Email

  • Financial Services
  • Investment
  • Financial Services - Advisor

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