Sent Deborah Farkash to Bruce for help with Medicare

A client of mine - Kim - requested a price comparison. Sent Barry an email with her phone number.

Referred Jackie Doyle and husband Donal for tax services

A client of mine just got an accepted offer to purchase SF home in New City. I told her to start looking for homeowner's ins (she currently rents) and gave her your contact info. Told her you are my Agent :) She is extremely overwhelmed so I will stay on top of her to contact [...]