AboveBoard Financial Reviews 

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!

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!

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.

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.

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!