Kelly Medina - CMG Financial Mortgage Loan Officer NMLS# 1800017

Mortgage solutions for repeat and first-time home buyers including Conventional, FHA, VA, USDA, HomeFundIt Crowdfunding, Jumbo, and the All in One.

HistorySuzanne W Conrad CPA was started with the intention of providing clients with high level service and filling in the gaps where most CPA's fail. We listen to and communicate with our clients throughout the year, provide prompt thorough service, and understand that it's not just about the numbers. We know clients want to know they're in good hands with a CPA who understands their goals and concerns and can get the job done. We are that firm.SpecialtiesSuzanne W Conrad CPA specializes in advanced tax prep and planning for High Net Worth Individuals and small businesses and their owners. We use a balanced approach to optimize tax and accounting strategies and address limiting money mindset issues where needed to help clients create what they want with their money. Our primary service areas are Personal Concierge/CFO, Tax Prep and Planning for individuals and small budiness and QuickBooks set up, training, and Bookkeeping.

Select services available at Fidelity Investor CentersWe have placed secure drop boxes at Fidelity Investor Center locations for the following services that cannot be completed digitally or by phone:Paper check deposits with account number marked clearly on the checkNew account paper applications Completed paperwork Instructions for using the secure drop box will be posted on the Investor Center door. Also, please note that we cannot accept stock certificates at our Investor Centers.