AboveBoard FinancialReviews of aboveboardfinancial.com

Excellent service. Professional, patient, prompt and extremely knowledgeable of the products out there and what was the best fit for me and my family.

Very easy, friendly, and helpful! I used another broker many years back for short term disability insurance and this was so much smoother and honestly pretty painless this time around for life insurance.

Great attention to detail and responsiveness!

AboveBoard does a great job de-mystifying the disability insurance landscape. During a busy season of life for me, I can't imagine figuring it out without their help.

You cannot go wrong in choosing Wallis and her team at AboveBoard Financial. Knowledgeable, trustworthy, organized, approachable, proactive, and professional. We felt so supported throughout this process and couldn't recommend them more!

Wallis and her team were really helpful in guiding us on best options and doing the work to get us life insurance. They did an excellent job following up and prodding us to get things done on our end. Wallis understood our priorities and used her knowledge of the industry to get us the best outcome.

A heartfelt thank you to Wallis and the team at AboveBoard. They handled my complex insurance needs with precision, professionalism, and care. From design to execution, the guidance was proactive and detail-oriented—anticipating issues before they arose and keeping everything moving forward. This was a high-stakes process, and they delivered flawlessly. AboveBoard clearly combines deep technical expertise with a mission-driven, client-first mindset. It’s rare to find a team this sharp and genuinely committed. I’m grateful to be working with them—and even more grateful for the peace of mind they’ve helped create for my family.

A friend recommended AboveBoard Financial and I'm so glad they did! They were a pleasure to work with - they really listened to our needs and helped us figure out life insurance and long term disability policies that fit into our budget, which I truly didn't think was possible. They answered my millions of questions and were so patient with my glacial pace of decision-making. I had put this off for so long, but sleep SO much better at night knowing those policies are in place now. I could not recommend this experience more!