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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Emily
AboveBoard went above and beyond to help me with life insurance. I had an unexpected issue come up in my medical records during underwriting and they spent extra time to help me try to resolve it and think through my options. Excellent service, extremely knowledgeable and trustworthy.
Sheila
The team was so helpful and responsive in getting us set up with a good deal for life insurance during pregnancy. They were able search around to find us good rates despite our climbing hobby.
Maura A.
Wallis and team were eminently helpful, professional, patient, and reliable throughout the entire process. I so appreciated their expertise and guidance, and recommend them to everyone I know looking for life insurance. Best possible route we could have taken to get it!
Grace
Wallace and team really listened to my concerns and took the time to answer all my questions. AboveBoard are incredibly easy to work with and I can always count on transparent financial recommendations with my family’s best interest in mind!
Jonathan W.
wallis and team were great!
Roger Y.
My wife and I used AboveBoard Financial to evaluate our prior insurance coverages and needs. We ultimately purchased additional Life Term Insurance. for our family (2 working parents + 3 young children). AboveBoard's service is fantastic, very thoughtful, but most importantly they present the highest quality products at the lowest costs without upselling. Additionally, they approached my needs as if it were their own without any pressure you normally find with other competitors. I would highly recommend to everyone.
preet
Great service and thoughtful advice. I would highly recommend esp. if you are not getting clear or conflicting information. Aboveboard helps you make the right decisions for you and your family.
Andy E.
Wallis and team are awesome - they thoughtfully answered all my questions about life insurance. They made great suggestions to help me navigate and were always available if I needed to schedule another short call. Even in the midst of COVID the team was really calm, patient and helpful. Highly recommended - was really a big relief to work with a "partner" like AboveBoard who was helping me (versus selling to me). And a big relief to make sure the family is secure in the event something happens to me unexpectedly.
