NEw lead for Stephanie: Joe Aruzza
NEw lead for Stephanie: Joe Aruzza
Thank you for Vivian London-Crookes
Thank you for the quick lesson for Quickbooks online.
Miri Upton
Miri Y. Upton, CFP® BFA™ CRPC® CRPS®
Behavioral Financial Advisor
CA Insurance License # 0H43248
Synergia Financial Group, LLC
79 North Franklin Turnpike, Suite 106
Ramsey, NJ 07446
(p) 201-338-0694
miri@synergiafinancialgroup.com
Lois Schwartz
Lois Schwartz
Lois@JULOessentials.com
(914) 588-8435
Christina Peterson – chiropractor referral
A friend asked me if I knew a good chiropractor in Rockland. I gave her Chrissy's number.
New lead for Mike G
Referred mike to Micki leader. Looking for new CPA
New lead for Phil
Referred Phil to Micki Leader, Board member of JCC. Looking for fundraising help
New lead for Bruce Kern
Referred Nanette sister for help with Medicare.
Mike looking into volumetric
Have 5k to invest
EV charger
Need an EV charger