AboveBoard Financial Reviews 121

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!

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.

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.

Working with Wallis was wonderful. Her team was patient, responsive, and so professional.

Excellent service. Professional, patient, prompt and extremely knowledgeable of the products out there and what was the best fit for me and my family.

Very easy, friendly, and helpful! I used another broker many years back for short term disability insurance and this was so much smoother and honestly pretty painless this time around for life insurance.

Great attention to detail and responsiveness!

AboveBoard does a great job de-mystifying the disability insurance landscape. During a busy season of life for me, I can't imagine figuring it out without their help.

You cannot go wrong in choosing Wallis and her team at AboveBoard Financial. Knowledgeable, trustworthy, organized, approachable, proactive, and professional. We felt so supported throughout this process and couldn't recommend them more!

Wallis and her team were really helpful in guiding us on best options and doing the work to get us life insurance. They did an excellent job following up and prodding us to get things done on our end. Wallis understood our priorities and used her knowledge of the industry to get us the best outcome.

A heartfelt thank you to Wallis and the team at AboveBoard. They handled my complex insurance needs with precision, professionalism, and care. From design to execution, the guidance was proactive and detail-oriented—anticipating issues before they arose and keeping everything moving forward.

This was a high-stakes process, and they delivered flawlessly. AboveBoard clearly combines deep technical expertise with a mission-driven, client-first mindset. It’s rare to find a team this sharp and genuinely committed.

I’m grateful to be working with them—and even more grateful for the peace of mind they’ve helped create for my family.

A friend recommended AboveBoard Financial and I'm so glad they did! They were a pleasure to work with - they really listened to our needs and helped us figure out life insurance and long term disability policies that fit into our budget, which I truly didn't think was possible. They answered my millions of questions and were so patient with my glacial pace of decision-making. I had put this off for so long, but sleep SO much better at night knowing those policies are in place now. I could not recommend this experience more!

AboveBoard Financial helped us get life insurance policies. They were easy to work with and very helpful! They made the whole process feel easy to navigate.

Wallis and the team went above and beyond to make sure I understood my options and knew how to respond when unexpected questions came up. They made the process easy and simple while giving me confidence that I was getting the best deal I could.

What I enjoyed about AboveBoard Financial:
- always responded timely to emails and inquiries
- patient when answering questions about various plans and options
- proactive in providing different solutions and needs.
- personal touch and you know they care and want you to have the best plan
- not pushy at all

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.