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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K. B.
Strongly recommend working with AboveBoard Financial. I have some health issues that added complexity to my search for affordable life insurance and they navigated me through the whole process. I appreciate their responsiveness and genuine concern for a good fit between customer and insurance provider.
Happy C.
Caring and responsive team that always prioritized my interests. They had a clear grasp of the market, helping identify plans that worked best for me and then guiding me through the whole process. I highly recommend their services!
Molly
Wallis and Rachel made the process of learning about and purchasing life insurance an absolute breeze. Every detail was spelled out in plain English for a delightful, pressure-free experience.
Allan B.
AboveBoard Financial provides dedicated, knowledgeable, and personalized support for getting health and/or disability insurance that is right for you. I’ve used Aboveboard to get health and disability insurance when my son was first born and I was very pleased with the quotes I ultimately received and my policy package. Most of all I appreciated the patience they had to walk me through any and all questions of the policy such that I could be confident the insurance I ultimately received met all the needs of my family. I highly recommend AboveBoard Financial!!!!
Robert Y.
Fantastic, seamless service. The aboveboard team helped us navigate the world of insurance providers super easily, giving us some great advice on how different policies and providers differed! Would highly recommend
Logan
Really how appreciate Wallis and Rachel guided me through a process that, let's be honest, NO ONE likes to do, and they made it a breeze! They hopped on the phone to explain the process (no charge for the consultation!), ushered me through every step of the application, shielded me from as much foolishness from the insurance companies as possible, gave me tips on reducing my premium, sent gentle reminders to keep me on track, and issued a concise, easy-to-understand summary of my final policy once everything was tied up in a bow. And special hats off for helping this pregnant lady navigate a process that definitely discriminates against preggos! Would highly recommend this company to anyone thinking about life insurance - so much so that I've got my husband signing up next.
Jennifer P.
Above Board Financial was amazing to work with for our life insurance. They helped us navigate the process, including finding solutions to any difficulties we encountered along the way. We are very happy with the results and with the process.
The Gonzalez F.
Wallis and team were fantastic, patient and informative. They helped us every step of the way in making sure that we made the best decision for our family in terms of the type and size of our life insurance policies. We would certainly work with them again for any future financial planning needs
