AboveBoard FinancialReviews of aboveboardfinancial.com

Wallis and her team were incredibly responsive and gave us excellent and detailed advice.

Highly recommend working with Above Board if you want a clear, understandable and user-friendly approach to navigating the less than transparent world of insurance. I believe the team truly does have my best interest based on their questions for me and their responsiveness. They also went to bat for me when an insurance policy tried to lowball my life insurance value without my even having to intervene. Their initiative to advocate for me and their principles driving that initiative are why I recommend working with them without hesitation.

Integrity and diligence are the two words that come to mind when thinking of Wallis and her team. Highly recommend!!

This was a no hassle experience. They took care of the things I did not have time to do.

Wallis and team at AboveBoard Financial helped me find long-term disability insurance. They worked tirelessly to find and advocate for the best possible option for my situation. They helped me understand the various plan features and what made sense for me. I enjoyed working with them and highly recommend them.

Getting insurance coverage seemed daunting at first, but Wallis and the AboveBoard team instilled confidence in us every step of the way. I appreciated their knowledge and professionalism, ease of getting quotes, willingness to guide us and answer questions, and prompt responsiveness throughout the process. Furthermore, their team informed us of what to expect at each stage, so there were never any surprises. We always felt they had our best interests at heart, and working with the team was a joy.

Working with AboveBoard was great. They were incredibly responsive, caught some issues in the process without me even knowing, and took care of us the whole way through. I would absolutely work with them again!

Wallis and team were great to work with. They spend the time to listen to me and best understand my specific use case. They shopped around to get me a competitive price and were very responsive to all my questions.