Thanks to Eric Black for referral
Thanks for the refferal
New Lead for Nara Herbowy
Gave Angela David information for Estate planning: Will, Trust, POA, HCP
New lead for Ken Jay
Talk to Manny at City Line. He charges 3.5% on debit cards as if it was a CC. It's happened to me on multiple occassions, most recently was last night.
Thank you Barry
Thank you Barry for arranging and attending our meeting with Javon at RCC in Haverstraw. Looking forward to offering classes there!
New Lead for Guarneiri
Referred William (Not sure last name) and Jennifer Garris. THey are not married. William needs a CPA for himself. He owns a business and needs a CPA
New Lead for Erica Siegriest from Jim Damiani
Christina Rosado 914.645.1531 crissbruss@gmail.com referred for mortgage pre-approval. This lead was transmitted last week.
New Lead for Erica Siegriest from Jim Damiani
First time buyer needs to be pre-approved. This lead was already received.
New Lead for Phil Rutigliano
Referred Joe Weiss for a business evaluation. He owns a gas station in New Jersey. WIll do an email introduction as well
Closed Business from Referral from Guarnieri
A referral you sent moved forward. Thank you
New Lead Nara Herbowy
Gave Elizabeth Ridgeway your contact information. I hope she calls you for estate planning. I am going to ask her if i can do an email introduction.