Thank you from Joe to Jennifer
Thank you for referring Shauna. I will let you know if she contact me.
Nara Herbowy- Trusts and Estates
Thank you for helping me with an old estate problem
Thank You Barry for RBE order
Thank you for new order of Presentation Folders
New Lead
Client looking for financial advisor.
New lead for Mike G
Referred Santo Giammanco from Chase as COI
Thank for Andrei from Joe
Thank you to Andrei for mentioning my driving school and phone number in the Rockland Mommies FB group!
Referral from Joe to Frank
Gave Frank's card to a friend who had a front end collision.
New lead for Mike G
Hola! I just tagged you on thr FB South Orangetown Parents and Community page. It was posted by Meaghan Lyssa looking for an acct.
New lead to Bob Salmon
Life insurance review for Hal Keshner
New lead for Mike G
I referred you on FB Clarkstown Community page. Carol Bonavita is looking for a CPA. Good luck