AboveBoard FinancialReviews of aboveboardfinancial.com

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.

Would highly recommend! AboveBoard was knowledgeable, responsive, and thorough in helping me through the process of choosing and then obtaining life insurance.

Wallis and Rachel were easy to work with, very responsive, helpful in answering all questions, and didn’t make us feel rushed or silly for any of our questions or thoughts. I highly recommend working with them. Life insurance is already a very difficult topic and conversation to have, and they really simplified the process and made it as painless as possible.