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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Mike D from B.
Wallis at AboveBoard Financial was exceptionally helpful in our life insurance search. She was extremely responsive to any and all questions we had, and she was exceptionally knowledgeable and pleasant to work with. We couldn't have had a better experience working with Wallis.
Carl W.
Fast and responsive service. Would recommend to any looking for life insurance.
MB
AboveBoard representatives took the time to understand our insurance and financial needs, found policies that fit those needs, and walked us through the process of signing up (answering our many questions along the way). They made what has long seemed like a confusing and opaque experience seem clear and easy to understand instead.
D G.
It was a pleasure working with Wallis and her team. They were communicative and explained everything. She pointed out ways I could save money and answered all of my questions. I would definitely seek her out again if/when I need more services.
Kristy C.
Wallis and her team were wonderful and made the process of obtaining life insurance easy and approachable. I tried to set up a policy several times before but the options and hoops to jump through were just too daunting to overcome. Wallis took the time to explain my options, which were complicated due to some pregnancy issues (I was 6 months pregnant at the time) and she coordinated everything, including the medical visit (someone came to my home and it felt so safe considering COVID and pregnancy). Wallis and her team made everything so easy, from initial outreach to policy in hand. I have utmost confidence in their recommendations and analysis. I would not hesitate to send any of my friends and family their way for their financial planning needs.
CR
Wallis Tsai is knowledgeable and extremely helpful. The platform is easy and accessible and most helpful, seamless. I recommend anyone to use Above Board for their insurance needs
Erica L.
Wallis and her team were so helpful in helping me navigate my best Life Insurance options during a very stressful time - I am so thankful for their time and input and feel so confident in the decisions they helped me make for my family.
Emily K.
Would highly recommend! AboveBoard was knowledgeable, responsive, and thorough in helping me through the process of choosing and then obtaining life insurance.
