Seven Gables Real Estate Lic. 00745605
Nancy Moeller Lic. 01727426, CPA 62690
Todd Moeller Lic. 01762788
Ateka Balkhi Lic. 01955324
Michelle Lawrence Lic. 02028141
SAVE THE DATE
9TH ANNUAL CLIENT PHOTO SHOOT
SUNDAY, NOVEMBER 3
SENIOR SERVICES
DO YOU HAVE QUESTIONS ABOUT YOUR RETIREMENT?​
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You've worked hard to build home equity and assets. Find out how you can turn your life-long work into the retirement and health care you deserve. ​
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Senior Real Estate Services Provided By The Moeller Team:​
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Create an immediate or long-term transition plan for your next home.
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Help you locate your next home or senior living community.
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Offer advice on the most cost-effective maintenance and improvement projects that will maximize the net sales price of your home.
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Help you plan what possessions to keep, give away and donate.
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Recommend the right listing price for your home based on recent sales comparables and current market conditions.
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Use our documented approach to marketing which includes extensive professional photography, drone work and narrated video tours.
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Represent you as your exclusive real estate advisers. Attend showings, inspections and appraisal and be your advocate in all matters.
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Walk you through every step of the process. You will never be alone wondering what happens next.
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Provide referrals to qualified professionals who may be able to assist in other areas.
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Our Senior Concierge Team
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Aging in place options (home improvement / home care)
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Downsizing or upsizing and keeping your low property tax base (Call us for information about the new Prop 19!)
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Transitioning to adult or assisted living communities
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Minimizing capital gains and estate taxes
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Family estate planning to avoid probate and save money
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OUR SENIOR MISSION
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Our mission is to assist seniors and their families
with the responsibilities senior adults may encounter
when thinking of keeping or selling their home.
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RESOURCES
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Estate Tax Planning​
Lee Petros, Attorney at Law
(714) 542-3110
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Dwight Edward Tompkins
(714)385-0044
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Elder Abuse Attorney
Ingle Law Office
Richard Ingle
(714) 213-1548
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Certified Public Accountants
Stamos and Stamos
Chris Stamos, CPA
(714) 998-0311
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Nuttall and Patel, LLP
Bruce Nuttall
(714) 630-0440
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Baroldi Gunderson
Vince Baroldi
(949) 472-9432
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Family Law
Von Esch Law Group
Am Von Esch
(714) 456-9118
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Insurance
State Farm Insurance
Lou Grimaldi
(562) 923-7791
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Farmers Insurance
Chuck Stream
(949) 293-3363
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Appraiser
Nino Appraisal
Darla Nino
(714) 747-6421
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Estate Sales and Clean Out
Valued Treasures
Jennifer Piazza
(714) 597-1581
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Handyman Services
Michael Macgyver
(714) 401-9955
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Carpet Care
Pacific Carpet Care
Jason Hensley
(714) 937-1470
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Window Cleaning
By The Sea
Eddie Cirilo
info@bytheseawindowcleaning.com
(949) 209-7220
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House Cleaning
Country Fresh House Cleaning
Shannon Carroll
shaycountryfreshcleaning@gmail.com
(949) 466-4150
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Remodeling, Carpet and Stay In Place Improvements
Jim Sabatello
(951) 634-9150
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Air Conditioning and Heating
David Dretzka
(714) 978-7877
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Plumbing Services
ASAP Plumbing
Jamie Rubel
(714) 345-2094
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Electrician
David Watkins
(714) 272-7740
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Termite Services
Ken Chin
(714) 655-4806
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Moving Services
Less Stress Moving
Bobby Mejia
(714) 651-0431
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Mobile Locksmith
Murray Willis
(714) 394-2022
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Mortgages and Refinance
CMG Financial
Steve Scott
(714) 448-9669
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Cross Country Mortgage
Joe Soto
(714) 235-6010
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Reverse Mortgages​
Pam Dunn
www.mulberrystreetmortgage.com
(714) 289-0047
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Doctors' Choice Senior Services
Suad Huerta
suad@doctorschoiceseniorcare.com
(714) 724-7472
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Home Health Care Services
Nurse Next Door
(714) 712-7100
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Financial Advisors
DSI Financial Group
Kevin Conway
(714) 394-9720
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Medicare Advisor
Andy Hone
(626) 202-2202
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Mobile Notary Services
Butler Notaries
(714) 744-1265
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