New Lead for Phil Rutigliano
Referred Madelyn Goldberg for business evaluation
Barry Dorfman- Insurance
Client inquiring about insurance for his business.
Nara Herbowy- Estate Planning
My client wants more information about estate planning and possibly setting up one.
New Lead for Michael Dolce
Shared your contact information with Karen Christine from Bad moms group for Rockland. She is looking for a web designer that could help her redesign her site
Don Slevin
Thanks for fixing my computer
New Lead for Nara Herbowy
Gave Greg and Elizabeth Ridgeway your information. they need to do will and some estate planning
New Lead for Michael Cash
Referred Step father, Dave Schermerhorn. Call me (Jen) directly at 845-548-6245 as soon as you can
HELOC referral from Jennifer
Jennifer, thank you for the lead for Mike S for the HELOC. We spoke today and it sounds like Mike will be applying shortly. Steve
New Lead for Nara Herbowy
Referred Nara to Alexandra and Adam Mancini for estate planning
New Lead for Christin Jelalian
Referred Christine Jelalian to Nara Herbowy for Estate planning: will/Trust