AboveBoard FinancialReviews of aboveboardfinancial.com

Wallis and her team were so patient, kind and expert in their advice. As a newbie to this kind of product, Wallis took the time to explain everything to me in terms I can understand both at the start of our discussions, and even today, after I have my policy in place. Her team was open to running though different scenarios with me so that I could really envision possible realities where I needed this sort of coverage. And then as my life got very busy, and I got very behind, they kept me on track with reminders, offers for support and quick response times to my questions. I feel very safe in the hands of Wall and the AboveBoard team! I also really enjoyed connecting with them - they're all so personable and approachable about these topics.

The team at AboveBoard Financial was very helpful in the life insurance buying process. They explained what to expect, what the options were and kept us informed along the process.

They offered customized advice based on our situation. The team was able to provide prompt followup and were extremely supportive.

Amazing team and great service - truly above and beyond !

The staff was incredibly communicative and responsive. It was clear that everyone not only was well-versed in the processes but also kept my best personal and financial interests in mind. Wallis, Tabatha, and Rachel were incredibly helpful and knowledgeable. I would recommend them without hesitation!

I was referred by a trusted mom's group I'm in. I got the absolute pleasure to work with Wallis. She was knowledgeable, genuine, and patient with me the whole way through. I had tried to get life insurance on my own and was quoted really high rates or the process stalled out - overall, trying to do it on my own was a horrible processes. Wallis understood my personal situation, guided me through the entire process, and the outcome was more than ideal for my situation. Once my new policy (that I worked with Wallis on) was in effect, I cancelled the policy I obtained on my own. The new policy is 3x+ in coverage by only a small in crease in what I was previously paying monthly. Very grateful to have had the opportunity to work with Wallis and AboveBoard!

Wallis is a total pro. She give sound advice that is based on market research and her years of experience. I trust her wholeheartedly.

Wallis and Tabatha were great. They were really knowledgeable, and extremely responsive to our many, many questions!