AboveBoard FinancialAboveBoard Financial's mission is to help people make great financial choices they can feel proud of. We operate under the "radical" notion that you deserve honesty and clarity.
AboveBoard Financial (aboveboardfinancial.com) has 131 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.
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Adam M.
Wallis and her team set the platinum standard for customer service and competence. I received detailed education and customization of quotes to meet both my coverage and budget needs. They were communicative throughout the process and gave very clear instructions on what I needed to do.
W. C.
Sharp, helpful, responsive, and generally a great group to work with. Won't be looking anywhere else from here on out!
Peter H.
Very hands on service. They were great at educating me thru this process. Not pushy at all about any particular products and I would highly recommend them if you are a busy professional like myself.
Kate M.
Wallis and her team making a super not fun thing - disability insurance - as painless as possible. They made me feel empowered during the process, instead of lost in the policies. Highly recommended!
Kate M.
Working with Wallis and her team to set up my life insurance was a pleasure! Wallis was super responsive to my questions, big and small, and her team kept me informed during all steps of the process. Wallis provided clear explanations for what matters (and why) and she laid out options and proposed plans very clearly. As a last note, I appreciated that everything was done online. The client portals were easy to use and very clear, and it was simple to set up time for a call or Zoom when needed. I would 100% recommend AboveBoard to anyone in need of life insurance.
Nate B.
AboveBoard Financial was incredibly helpful at each step of the process. Their initial screening tool was easy to complete and resulted in clear comparisons. No one else has anything quite like it. I highly recommend them!
Anonymous
Very helpful in finding me LTC insurance and walking me through the process, answering all my (many) questions, and presenting options that met my needs in a matter-of-fact way. I never felt pushed into buying any product, and actually when my partner decided against purchasing a product it was no big deal - there was no sales pitch or anything. I felt like AboveBoardFinancial really cared about what was right for us, not about selling something to us. And did I mention how patient they were with me, answering all my many, many questions?
SD
Made a BIG chore manageable.
