Seven Gables Real Estate Lic. 00745605
Nancy Moeller Lic. 01727426, CPA 62690
Todd Moeller Lic. 01762788
Ateka Balkhi Lic. 01955324
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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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