AboveBoard Financial Reviews 

AboveBoard Financial has been very helpful with my life insurance needs. Information was presented in a clear, easy to understand format without feeling pressured. Lines of communication was always clear.

AboveBoard provides excellent service and thoughtful advice that comes from a mountain of experience.

We received such great support and information from AboveBoard Financial. I've rarely received such a great breakdown of our options for any service, and I really felt taken care of. Thanks for taking care of us!

As someone who is not financially savvy and was not in the habit of thinking about a will, insurance, retirement, etc., I was really blown away by Wallis and her team's ability to be so thorough with my options. The AboveBoard team was incredibly responsive, professional, and gave me and my family the piece of mind we needed. Highly recommend!

I recommend all of my friends and family to Above Board! I literally hand out the info whenever I meet a pregnant couple and ask them if they have life insurance. Very simple process, very accessible, and make so much sense.

AboveBoard went above and beyond to help me with life insurance. I had an unexpected issue come up in my medical records during underwriting and they spent extra time to help me try to resolve it and think through my options. Excellent service, extremely knowledgeable and trustworthy.

The team was so helpful and responsive in getting us set up with a good deal for life insurance during pregnancy. They were able search around to find us good rates despite our climbing hobby.

Wallis and team were eminently helpful, professional, patient, and reliable throughout the entire process. I so appreciated their expertise and guidance, and recommend them to everyone I know looking for life insurance. Best possible route we could have taken to get it!

Wallace and team really listened to my concerns and took the time to answer all my questions. AboveBoard are incredibly easy to work with and I can always count on transparent financial recommendations with my family’s best interest in mind!

My wife and I used AboveBoard Financial to evaluate our prior insurance coverages and needs. We ultimately purchased additional Life Term Insurance. for our family (2 working parents + 3 young children). AboveBoard's service is fantastic, very thoughtful, but most importantly they present the highest quality products at the lowest costs without upselling. Additionally, they approached my needs as if it were their own without any pressure you normally find with other competitors. I would highly recommend to everyone.

Great service and thoughtful advice. I would highly recommend esp. if you are not getting clear or conflicting information. Aboveboard helps you make the right decisions for you and your family.

Wallis and team are awesome - they thoughtfully answered all my questions about life insurance. They made great suggestions to help me navigate and were always available if I needed to schedule another short call. Even in the midst of COVID the team was really calm, patient and helpful.

Highly recommended - was really a big relief to work with a "partner" like AboveBoard who was helping me (versus selling to me). And a big relief to make sure the family is secure in the event something happens to me unexpectedly.

Wallis at AboveBoard Financial was exceptionally helpful in our life insurance search. She was extremely responsive to any and all questions we had, and she was exceptionally knowledgeable and pleasant to work with. We couldn't have had a better experience working with Wallis.

Fast and responsive service. Would recommend to any looking for life insurance.

AboveBoard representatives took the time to understand our insurance and financial needs, found policies that fit those needs, and walked us through the process of signing up (answering our many questions along the way). They made what has long seemed like a confusing and opaque experience seem clear and easy to understand instead.

It was a pleasure working with Wallis and her team. They were communicative and explained everything. She pointed out ways I could save money and answered all of my questions. I would definitely seek her out again if/when I need more services.

Wallis and her team were wonderful and made the process of obtaining life insurance easy and approachable. I tried to set up a policy several times before but the options and hoops to jump through were just too daunting to overcome. Wallis took the time to explain my options, which were complicated due to some pregnancy issues (I was 6 months pregnant at the time) and she coordinated everything, including the medical visit (someone came to my home and it felt so safe considering COVID and pregnancy). Wallis and her team made everything so easy, from initial outreach to policy in hand. I have utmost confidence in their recommendations and analysis. I would not hesitate to send any of my friends and family their way for their financial planning needs.

Wallis Tsai is knowledgeable and extremely helpful. The platform is easy and accessible and most helpful, seamless. I recommend anyone to use Above Board for their insurance needs

Wallis and her team were so helpful in helping me navigate my best Life Insurance options during a very stressful time - I am so thankful for their time and input and feel so confident in the decisions they helped me make for my family.