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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Nathan M.
Wallis and her team are on top of it! We were always in the know about our quotes, application process, and what to do after it was all approved. I'm very happy to be working with AboveBoard Financial and I would recommend them to anyone!
Stephanie G.
I cannot say enough positive words about this team! They can work through any wrinkle or complexity with ease. They approach each case with zeal and creativity to maximize the benefits to the client.
Kirstin K.
Personalized attention, clear directions and support, and a hassle-free process with people who have your back.
J. O.
Wallis and her team were helpful and responsive from the start of the process through the finish. They walked us through multiple insurance options and helped us decide on the best plan for us. They kept us updated throughout the process on the timeline and what to expect next. We had a great experience and would highly recommend Above Board Financial!
Sara S.
I feel so grateful to have found AboveBoard. The search for life insurance is daunting and stressful and I felt very confident that I was receiving the best advice available from Wallis and the team. I highly recommend their services.
Alexander H.
Wallis has tremendous expertise. Wallis is an amazing communicator. She truly seeks to understand unique situations and provide personalized solutions. Wallis and team are seamless in follow up execution. I would give a million stars if i could.
Tina W.
Above Board Financial is reliable, transparent, and exceptional at providing clear explanations. I would strongly endorse their services to my friends and family. The team went above and beyond to help me get the best rates. I couldn't be happier.
Aditya L.
Wallis and team were extremely patient and professional from start to finish. There was complete transparency in the entire process where they answered all our questions and gave us good advice on our coverage requirements based on our situation. They went above and beyond in following up with our primary care providers to nudge the process along. Even though we were slow to respond to our action items, the team showed a lot of patience and gave us space when we required. They are super prompt in communication which made the process less tedious. Will definitely recommend them.
