Excellent
131 reviews
AboveBoard FinancialAboveBoard Financial's mission is to help people make great financial choices they can feel proud of. We operate under the "radical" notion that you deserve honesty and clarity.
AboveBoard Financial (aboveboardfinancial.com) has 131 customer reviews on Consumer Courier, with an average rating of 5.0 out of 5.
131 approved reviews, newest moderated first
R J.
Posted
Everyone we worked with at AboveBoard Financial was extremely helpful. They provided lots of information, including helpful resources as answers to our many questions. They were extremely patient with our slow progress and occasional pauses in the process— they were helpful and encouraging without ever being pushy or pressuring. What a fantastic, knowledgable, and friendly team!
Alexander S.
Posted
I was a bit overwhelmed when I started my search for applying for life insurance, but the Rachel, Tabatha and Wallis at AboveBoard were there to easy my anxieties while guiding me through the process. They were helpful in answering any questions I had and helping me search for the plan that best fit my circumstances. I'd definitely recommend using them to anyone seeing life insurance.
Jed G.
Posted
AboveBoard was recommended to me by my financial advisor for finding a suitable life insurance policy. AboveBoard's platform is super intuitive, only delivered trustworthy options, and there were no aggressive sales tactics. More than that, for an automated platform, all email communication came from a team of legitimate representatives who were quick to respond and on top of my case. I highly recommend their services!
Mark H.
Posted
Helpful and patient, great experience.
Joseph T.
Posted
AboveBoard was amazing at helping us navigate the entire process of getting life insurance. From getting to understand our objectives, to finding the best quotes and vetting carriers, to the application process and physical exams and communicating with the carrier on my behalf, AboveBoard made it feel easy while giving me comfort I was doing the right thing. Would highly recommend to anyone!
Julie B.
Posted
The AboveBoard Financial team is thoughtful and informative and overall a highly qualified, approachable partner that works with you to find the appropriate solution for your specific needs and objectives.
Luna
Posted
Reached out to AboveBoard at the recommendation of my financial planner. They were easy to work with and helped us find good options for life insurance.
Anna
Posted
Working with Wallis was wonderful. Her team was patient, responsive, and so professional.
