Professional Resources and Trusted Services for Connecticut Seniors and Families

A Trusted Network to Support Every Step

Real estate decisions often involve more than just buying or selling a home. Whether you are preparing for a move, purchasing a new home, managing a property, or navigating a life transition, there are often financial, legal, logistical, and personal considerations involved.

Having the right professionals by your side can make the entire process feel more manageable and far less overwhelming.

Over the years, I have built a network of trusted professionals who specialize in supporting individuals and families through a wide range of real estate and life transitions. This network includes experts in financial planning, legal and estate matters, home preparation, moving services, and ongoing care and support.

In some cases, clients already have trusted advisors in place. When additional support is needed, I can help connect you with experienced professionals who understand the unique considerations that come with these decisions.

My goal is to connect you with resources and professionals that may be appropriate for your needs, so you have additional support as you navigate the decisions ahead.

A Collaborative Approach

Every situation is unique, and the right team will depend on your specific needs.

I work closely with a network of professionals who can assist with:

• Planning and decision-making
• Buying or selling a home
• Preparing a property for the market
• Coordinating a move or transition
• Supporting ongoing care and lifestyle needs

This collaborative approach can make it easier to bring the appropriate guidance and support into the conversation when needed.

Categories of Support

To make things easier, resources are organized by category so you can quickly identify the type of support you may need.

Financial and Mortgage Services

Mortgage Professionals: 

  • AFC Mortgage Group, LLC: Gaetano Ciambriello, (203) 590-5620, gciams@afcmtg.com, or visit afcmortgagegroup.net
  • CrossCountry Mortgage: Jake Healy, (203) 209-5554, Jake.Healy@ccm.com

Insurance Services: 

  • Comparion Insurance Agency: For auto, home, pet, or life insurance, Joanmarie Zoeller, (203) 260-6651, or email Joanmarie.Zoeller@comparioninsurance.com.
  • Summit Financial Group Inc.: Eric Ponelli, (203) 877-1645, email eric@insurewithsummit.com, www.insurewithsummit.com 

Tax and Exchange Services: 

  • Starker Services, Inc. (1031 Exchange Intermediary): (800) 332-1031 or 1031@starker.com or visit www.Starker.com

Legal and Estate Planning

Real Estate Attorneys:

  • Varrone and Varrone: Joseph F. Varrone Jr., Esq., (203) 261-1150, email realestate@varroneandvarrone.com
  • Elder Law and Estate Planning:
    • Law Offices of Denise A. Mortati, LLC: Denise A. Mortati, Esq., (203) 779-0839, email denise@denisemortati.com, www.denisemortati.com
    • National Academy of Elder Law Attorneys (NAELA): www.naela.org

    Moving and Transition Services

    Downsizing and Move Management:

    • Stardust Move Manager LLC: Patricia Gabal, (203) 569-6016, email patty@stardustmoves.com, www.stardustmoves.com

    Movers:

    Home Services and Accessibility

    Home Accessibility and Safety: 

    Home Care and Care Management:

    • Assisted Living Services, Inc.: Lynne Talbot, (203) 634-8668, www.assistedlivingct.com 
    • Growing Options Inc.: Lisa Krauss, (203) 258-2640, lisa@growingoptions.com, www.growingoptions.com

    Home Safety Technologies:

    Meals:

    • Chefs for Seniors: Cheryl Bieling, (203) 521-4097, email cheryl.bieling@chefsforseniors.com, www.chefsforseniors.com 

    Healthcare and Support Services

    Home Healthcare: 

    • Amedisys Home Health Care: Janine Oliva, (203) 929-4155, email janine.oliva@amedisys.com, www.amedisys.com

    Long-Term Care Facilities:

    • National Healthcare: Danielle Ramos, (203) 247-7840, email dramos@nhca.com, www.nhca.com

    Specialty Support Services:

    • The Next Street: (Driver Safety & Rehabilitation Program): (860) 483-7009 for a program near you, rehab@thenextstreet.com or visit thenextstreet.com.

    Community and Support Organizations

    Community-Based Support: 

    Educational and National Organizations: 

    National & Community Resources 

    • Eldercare Locator (U.S. Administration for Community Living) – eldercare.acl.gov or call (800) 677-1116. Helps connect older adults and caregivers with local services, including Area Agencies on Aging, transportation, meal programs, caregiver support, and other community resources.
    • Area Agencies on Aging – Your local resource hub for all senior services (find your local agency below or call (800) 994-9422).
    • Southwestern CT Agency on Aging (SWCAA)
      • Region: Fairfield County
      • Contact: (203) 333-9288 | SWCAA
    • Agency on Aging of South Central CT (AOASCC)
      • Region: Greater New Haven and lower Naugatuck Valley
      • Contact: (203) 785-8533 | AOASCC
    • Western CT Area Agency on Aging (WCAAA)
      • Region: Litchfield, Fairfield, and New Haven Counties
      • Contact: (203) 757-5449 or (800) 994-9422 | WCAAA
    • North Central Area Agency on Aging (NCAAA)
      • Region: Hartford and Tolland Counties
      • Contact: (860) 724-6443 | NCAAA
    • Senior Resources Agency on Aging
      • Region: New London, Middlesex, and Windham Counties
      • Contact: (860) 887-3561 | Senior Resources
    • 211 – Connects you to a free, confidential helpline that links you to local health and human services. Friendly, trained specialists answer the phone 24/7. They help you find resources for food, housing, utility bills, mental health support and job training. Inside Connecticut call 211 or outside Connecticut (800) 203-1234 | 211ct.org

    Connecting You With the Right Resources

    If you are unsure where to begin, I can help you identify the types of professionals or resources that may be appropriate based on your situation and goals.

    Depending on your needs, that may include connecting you with trusted professionals, identifying community resources, or coordinating with others involved in your real estate or life transition.

    You may already have professionals you know and trust, and I am always happy to work with them. When an additional resource is needed, my network can be a helpful place to start.

    A Resource You Can Rely On

    Having access to experienced professionals and trusted resources can make it easier to navigate the many decisions that may accompany a real estate or life transition.

    Whether you need one service or a full team of professionals, I am here to help you move forward with clarity and confidence.

    Please note: The professionals, organizations, and service providers listed on this page are provided as informational resources. While I may be familiar with their services, their inclusion is not a guarantee or warranty of the services they provide. You are encouraged to evaluate any professional or service provider based on your individual needs and circumstances.

    Not Sure Where to Begin?

    If you’re not sure which type of professional or resource may be appropriate for your situation, I’m happy to have a conversation and point you in the right direction. 

    📞 (203) 767-0363

    ✉️ Click here to email Kathleen 

    🔗 Continue Exploring Your Options

    • Reviewing Your Current Situation
    • Selling a Home Later in Life
    • Buying the Right Home for Your Next Chapter
    • Healthcare and Support Planning
    • Financial Considerations

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