Dean Boucounis - Mutual of Omaha Advisor

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.

Our family has been a client of Mutual of Omaha since 1983; 40 years. We feel that our satisfaction with Mutual of Omaha is primarily because of our relationship with our agent, Dean Boucounis. From the time we first met Dean, we have found him friendly, honest, sincere, informative, extremely easy to work with, and he would routinely keep in touch with us. We are both retired and attribute the fact that we have a sound financial plan in place is because of working with Dean. His encouragement to meet annually, update current policies, and better understand other investment options, helped us to achieve our financial goals. We especially like the fact that he never minds us calling or emailing him with questions. Dean always gets back to us the same day! Also, Dean would routinely meet

Dean and I met about 40 years ago when, as a teacher, the Mutual of Omaha plans for insurance coverage were offered. He has been my financial advisor ever since through all the needs and changes in my life, including life insurances for myself and my now late husband. There has never been a time when I couldn't get in touch at a moment's notice for guidance regarding my policies and financial needs. He is a true professional, and a caring individual who has become a good friend who exemplifies the best in his business.

Dean Boucounis has always been there when I needed his help. He returns my phone calls, helps me make insurance decisions, helps me fill out forms and keeps up to date with financial news via e - mails. He even sends me a personally signed birthday card every year. If you are looking for someone to be on your side concerning financial services, Dean Boucounis is the man you want to call. He also throws in “peace of mind” as an added bonus.

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 wa