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.
Is this your business?
Correct your details and reply to customers in public. Both are free.
Claim this listing131 approved reviews, newest moderated first
Kathryn H.
It was a great experience and a smooth process that I could trust to provide me with the information and steps needed. Really glad it could be this easy to get us all set up! Big thank you to Wallis and the team.
Dave F.
Wallis and team are extremely knowledgable and took the time to explain the process, as well as the pros and cons of our options. The made the process pain free.
Gareth
Purchased long-term care insurance for my partner and myself through AboveBoard, at the recommendation of my (fiduciary) financial advisor. They provided highly personalized service and spent a long time answering our questions. They helped us identify the appropriate level of coverage and in navigating the lengthy application process, under pressure to hit a tight cut-off for the year. I have come to realize that the vast majority of financial "advisors" are at best pricey middlemen and at worst a scam, and in the Internet age are unnecessary for a knowledgable DIY'er. However, AboveBoard is a fine exception to this, their fiduciary-like no commission approach is refreshing. I didn't feel they were just pushing me towards what got them the most kickbacks, and they helped navigate what is a complex product with long-term implications where their expert advice gives me peace of mind I have made the right decision for a product that I may not need for many decades. The advice and assistance I received was a true value-add to the process, and the price I paid was better than I was able to get quoted directly from similar companies. I would highly recommend their services!
Newton
Great experience! Wallis and Rachel were great to work with. They did a great job communicating to share information, give updates and help along the process. They navigated any challenges and always seem like they had your best interest in mind. I plan to use them again when I need to expand coverage for my family.
Theresa L.
Wallis and team are exceptional! Well- informed, responsive, and patient, they take the complex and daunting process of finding and applying for life insurance and ensure it's accessible, digestible, and even a decently pleasant experience. I would highly- recommend them to anyone!
David B.
Wallis and Rachel are excellent communicators, very timely and kept me informed throughout the whole process. If you are even in the thinking and planning stages related to life insurance, or are seriously shopping for quotes, you can't find a better ally to help you navigate the ins and outs of life insurance.
Walter M.
The staff at AboveBoard Financial were soo helpful in my search to find affordable term life insurance. They explained pros and cons of different insurance products, and helped us decide which was best for us. They were patient with us after we changed our coverage amounts two different times. The folks at AboveBoard Financial made the process of choosing the right insurance for our family easy. I would recommend AboveBoard Financial to anyone who is looking to buy insurance but don't know or understand where to start.
Maureen V.
Wallis and her team were exceptionally helpful during a long and somewhat fraught life insurance approval process. She helped answer questions and provided reassurance through every step of the process, and provided advocacy when warranted. There was no question too small, and she was always prompt at answering questions. I would have just gone without had I not worked with her and Above Board Financial.
