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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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
Meghan R.
I felt like AboveBoard was really looking out for me and tried to make this process as easy as possible!
Alexa
Wallis and Rachel provided excellent and timely communication through my process of purchasing life insurance. They worked with me to maximize the coverage that made sense for me while keeping my budget in mind. They also helped me navigate less straightforward questions about my outdoor recreation (climbing, skiing) on my application. Most importantly, I felt cared for and secure. I often feel anxious about my finances, and Wallis and Rachel's expertise paired with their approachability made the process smooth and stress-free - something I had not yet experienced when addressing my financial health. I highly recommend AboveBoard Financial.
SB
AboveBoard Financial has been very helpful with my life insurance needs. Information was presented in a clear, easy to understand format without feeling pressured. Lines of communication was always clear.
Joe L.
AboveBoard provides excellent service and thoughtful advice that comes from a mountain of experience.
Neeloofar J.
We received such great support and information from AboveBoard Financial. I've rarely received such a great breakdown of our options for any service, and I really felt taken care of. Thanks for taking care of us!
Joseph N.
As someone who is not financially savvy and was not in the habit of thinking about a will, insurance, retirement, etc., I was really blown away by Wallis and her team's ability to be so thorough with my options. The AboveBoard team was incredibly responsive, professional, and gave me and my family the piece of mind we needed. Highly recommend!
Steph Z.
I recommend all of my friends and family to Above Board! I literally hand out the info whenever I meet a pregnant couple and ask them if they have life insurance. Very simple process, very accessible, and make so much sense.
