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Teresa Zocchi, Realtor®

Seniors Real Estate Specialist® by the National Association of Realtors®

Teresa is aligned with a team of professionals who have expertise in the Housing for Older Persons Act (HOPA), reverse mortgages, pensions, 401(k) accounts, IRAs in real estate transactions, and how Medicare, Medicaid, and Social Security affect the real estate decisions of clients over 50.

 
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SENIORS SPECIALIST
Teresa Zocchi

Seniors Real Estate Specialist®by the
national association of realtors®

 

Many people have built up substantial home equity and are contemplating daunting life changes — major financial and lifestyle transitions that carry a particular set of needs and goals.

Zocchi & Associates understands. We have the personal, first-hand knowledge and professional expertise to navigate the challenges seniors and their families face when it’s time to sell the family home.

 
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When contemplating this crucial move, you might have wondered…

 

How can I downsize?
What should I do if I want to live closer to my kids and grandkids?
How can I be independent and stay in my home?
How should I approach buying a home when I’m on Social Security?
Will retirement accounts and pensions have an impact on my purchase of a house?
What if I want to move to a retirement community?

 
 
 

The Practical Help You Need

Zocchi & Associates goes beyond the surface to advise our senior clients. We know how seniors think and feel, and we talk to each client about personal and family goals. We’ll sit with you to help you preview properties online and take virtual tours to save you a lot of physical effort. We’ll find out how you prefer to get communication updates: by text, phone, or email. Working closely with family members who may handle seniors’ affairs, we’ll provide recommendations on neighborhoods near medical facilities, shopping, and other community resources.

We will also address other interests and concerns such as senior housing, reverse mortgages, shared housing, health advocacy services, and financial planning services. We can even help you plan a garage sale, help donate older items to a local charity, and work with reputable resources for storage facilities, junk removal, and moving companies.

 
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