AboveBoard Financial Reviews 

Sharp, helpful, responsive, and generally a great group to work with. Won't be looking anywhere else from here on out!

Very hands on service. They were great at educating me thru this process. Not pushy at all about any particular products and I would highly recommend them if you are a busy professional like myself.

Wallis and her team making a super not fun thing - disability insurance - as painless as possible. They made me feel empowered during the process, instead of lost in the policies. Highly recommended!

Working with Wallis and her team to set up my life insurance was a pleasure! Wallis was super responsive to my questions, big and small, and her team kept me informed during all steps of the process. Wallis provided clear explanations for what matters (and why) and she laid out options and proposed plans very clearly. As a last note, I appreciated that everything was done online. The client portals were easy to use and very clear, and it was simple to set up time for a call or Zoom when needed. I would 100% recommend AboveBoard to anyone in need of life insurance.

AboveBoard Financial was incredibly helpful at each step of the process. Their initial screening tool was easy to complete and resulted in clear comparisons. No one else has anything quite like it. I highly recommend them!

Very helpful in finding me LTC insurance and walking me through the process, answering all my (many) questions, and presenting options that met my needs in a matter-of-fact way. I never felt pushed into buying any product, and actually when my partner decided against purchasing a product it was no big deal - there was no sales pitch or anything. I felt like AboveBoardFinancial really cared about what was right for us, not about selling something to us. And did I mention how patient they were with me, answering all my many, many questions?

If you have put off getting life insurance due to the hassle involved, I highly recommend AboveBoard. I used them because they were recommended for exactly this reason: they are easy to work with and communicate with online. Every step of the process was clear. Team communciates via email and let you know when you have an action and when things are just chugging along. We are genuinly a bit time impoverished and are hard to reach during the week, and the AboveBoard was the right fit for us.

AboveBoard Financial helped me get life insurance in a complex situation. I had a one-off rare health situation but was otherwise quite healthy. AboveBoard Financial found me a life insurance carrier (when many carriers turned me down) and handled all the paperwork. When the first carrier eventually declined, the appealed and got me life insurance. Then they found another carrier that was a lower price. The process took nearly 9 months, but they stuck with it and got it done. Without AboveBoard Financial I would have not been able to navigate through this process and get life insurance.

Wallis & Rachel were incredibly helpful and made an otherwise compliex life insurance process accessible and understandable. They helped us consider our needs, select the right policy, and successfully navigate the application and underwriting process, all the while also being responsive and efficient. I would heartily recommend them to friends and family.

I had a great experience with AboveBoard! Wallis, Rachel, and their team are incredibly high touch and experts at making the application and decision process as straight forward as possible. From start to finish, I felt very well taken care of. I would recommend them wholeheartedly.

They are wonderful team! They were helpful in answering my questions and made the process easy.

We had a great experience with Above Board Financial from start to finish. We needed life insurance and had no idea how to go about it. The process was seemless and now we are all set with no fears about the future of our loved one if anything were to happen to us. We cannot recommend them enough!

AboveBoard is fantastic! They helped me navigate the process of getting life insurance while pregnant--I was always updated on where things were in the process, and they helped to make a lengthy process as pain-free as it could be!

They were very helpful and customer service was great. We were connected to them via a recommendation, and were happy at how easy they were to work with. Lots of frequent follow-up started to feel a little too much, but I would definitely recommend them to someone ready to purchase insurance.

Wallis Tsai made it super easy for me to get a more customized version of life insurance that I need to get quickly before a planned family change. Highly recommend working with her and her team.

Strongly recommend working with AboveBoard Financial. I have some health issues that added complexity to my search for affordable life insurance and they navigated me through the whole process. I appreciate their responsiveness and genuine concern for a good fit between customer and insurance provider.

Caring and responsive team that always prioritized my interests. They had a clear grasp of the market, helping identify plans that worked best for me and then guiding me through the whole process. I highly recommend their services!

Wallis and Rachel made the process of learning about and purchasing life insurance an absolute breeze. Every detail was spelled out in plain English for a delightful, pressure-free experience.

AboveBoard Financial provides dedicated, knowledgeable, and personalized support for getting health and/or disability insurance that is right for you. I’ve used Aboveboard to get health and disability insurance when my son was first born and I was very pleased with the quotes I ultimately received and my policy package. Most of all I appreciated the patience they had to walk me through any and all questions of the policy such that I could be confident the insurance I ultimately received met all the needs of my family. I highly recommend AboveBoard Financial!!!!