Dean Boucounis - Mutual of Omaha Advisor

Reviews

• RC

  Robert Crabtree

  Jan 16, 2024
  5.0
  Dean Boucounis has been my advisor at Mutual of Omaha since the 1980’s and has been an outstanding advisor. I have 3 financial accounts with him and he always respects my will .Great person who is easy to work with.
• MR

  MICHAEL ROSSITER

  Jan 3, 2024
  5.0
  We strongly recommend Dean Boucounis to anyone who needs to get his financial house in order; legally, purposefully, and with individual needs in mind. Dean met with us personally in our home gathering pertinent information in order to put a sound financial plan in place. Upon completion and further conversations regarding how to protect our most important assets, it was evident that consulting with an Elder Law attorney was needed. Upon doing so, Dean was with us every step of the way. He made himself available to sit in on the initial and follow-up meetings, and sat in on the final signing of documents relative to the legal decisions made to protect our investments, assets, and our children’s and grandchildren’s futures. We thought we had a good handle on our financial affairs; what was needed, and how to get it done, but there was more that could be accomplished. If it were not for Dean and his knowledge of how to plan out our assets, we would not be in the peaceful state of mind we are in today. Hard-working, communicative, trustworthy, honest, always available, dedicates himself going above and beyond for you…you couldn’t ask for more. Michael and Ann Rossiter
• DJ

  Daina Jakubowski

  Jun 13, 2023
  5.0
  Dean has been our financial advisor for a few decades! He has always reached out every year and is readily available to answer our questions. He’s very informative and helpful.
• FD

  Frank Daly

  May 24, 2023
  5.0
  I strongly recommend without reservation Dean Boucounis to anyone that requires financial planning, investment advise, etc. A true professional and a good person.
• VD

  Virginia Drake

  May 11, 2023
  5.0
  Dean Boucounis has been my financial advisor for over 30 Years. He always goes above and beyond to help his clients - whether it is meeting them in their home for convenience sake, calling an insurance company when the client is confronting trouble with the company, or taking the time to explain policies carefully. He always responds to questions by email or text in a timely manner. I consider myself fortunate to have found such a trustworthy advisor.

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