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Boucounis Financial Services, Inc.
, North Syracuse, NY (315) 457-1359
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Address 231 Salina Meadows Parkway Suite 100 North Syracuse, NY 13212 Business Services Financial Planning, Products offered:, Life Insurance, Disability Insurance, Long-term Care Insurance, Annuities, Medicare Supplement Insurance, Critical Illness Insurance, Health Insurance, Mutual Funds, Employee Benefit Plans, College Savings Plans, Pension Plans, 401(k)'s, Retirement Plans (IRA's, Roth IRA's)
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Business Type: With more than 30 years of experience advising individuals and families in New York on ways to strategically approach their futures, I understand that planning can seem complex and confusing. My goal is to take the mystery out of the process and provided you with the best possible road map for your future.
The key to the success of any financial plan is the process. My comprehensive approach to your success, years of experience and the products and services that I offer, create a combination that can be fully trusted, easily understood and seamless. I take the time to listen to my clients and research their options so that I can give them the very best information and advice available. I sincerely care about helping my clients reach their goals so they can enjoy what life has to offer.
I'd like to do the same for you. Contact me today so that together we can start planning for your tomorrow.
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DISCLAIMER:
Securities and advisory services offered by Mutual of Omaha Investor Services, Inc., a securities broker-dealer and registered investment advisor. Member FINRA/SIPC. Home office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. Ph: 402-351-5770. There is no contractual relationship between Boucounis Financial Services, Inc. and Mutual of Omaha Investor Services.
Answers to some questions that you may have about financial planning.
Do you picture yourself owning a new home, starting a business, or retiring comfortably?
Dean V. Boucounis, ChFC CLU Financial Planner and Advisor
Question Is the financial planning process complicated? Answer Each financial plan is tailored to the needs of the individual, so how complicated the process will be depends on your individual circumstances. But no matter what type of help you need, a financial professional will work hard to make the process as easy as possible, and will gladly answer all of your questions. Question Why can't I do it myself? Answer You can, if you have enough time and knowledge, but developing a comprehensive financial plan may require expertise in several areas. A financial professional can give you objective information and help you weigh your alternatives, saving you time and ensuring that all angles of your financial picture are covered. Question Can I still control my own finances? Answer Financial planning professionals make recommendations, not decisions. You retain control over your finances. Recommendations will be based on your needs, values, goals, and time frames. You decide which recommendations to follow, then work with a financial professional to implement them. Question What if I'm too busy? Answer Don't wait until you're in the midst of a financial crisis before beginning the planning process. The sooner you start, the more options you may have. Question What if my spouse and I disagree? Answer A financial professional is trained to listen to your concerns, identify any underlying issues, and help you find common ground.
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(315) 414-0863 or(800) 827-5036
East Syracuse, NY
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