AboveBoard Financial Reviews 

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.

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!

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.

Personalized attention, clear directions and support, and a hassle-free process with people who have your back.

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!

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.

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.

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.

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.

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!