AboveBoard Financial Reviews 

Fantastic guidance through an opaque system. They really helped make everything clear, walked me through my options, and found the right program for me. Pleasant, courteous, informative. Very highly recommended.

Wallis and team were awesome throughour the enitre process, transparent about the pros and cons of each policy type and value we were considering. Would highly recommend!

This company really care and take the time to get you the best life insurance. The CEO Tsai and everyone is very knowledgeable and reliable. I'm so grateful and definitely recommend.

Spent a lot of time educating, advising, and helping through a process that we all only do a couple of times in our lives...

Overall knowledgeable, friendly, and competent folks. Constructive criticism would be after the intro call with Wallis, would have been better to get a verbal heads up that she wouldn’t be lead client contact moving forward. Otherwise a great experience, good insurance rate and got assisted through a complex process with a great outcome.

Getting life and LTD insurance is...not fun. Wallis and her team did an incredible job of pestering us when we needed to be pestered, explaining everything in as much or as little detail as we wanted, and really putting the time in to get this done in a way that worked for us. I don't remember the last time I wrote a review of something like this, but i felt the need to sing her praises!

The team at AboveBoard made it fairly easy for me. Their online videos are helpful and a quick phone call answered my other questions.

Very helpful and responsive team. They were a pleasure to work with.

We received such patient and helpful guidance from the team, and we’d still be in the contemplation stage without them. It’s such a big relief to have solid coverage in place for our family, and I appreciate the straight-forward help.

Made it easy for me. Explained next steps without jargon.

Quick, easy and personal service. The team was great at guiding me through the process and answering my questions.

Patient and supportive team in a confusing industry. Helped us get the protection we need for our family.

Helpful, professional people there to make the experience easy

Wallis and her team were incredibly responsive and gave us excellent and detailed advice.

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!