They were very helpful and customer… They were very helpful and customer service was great. We were connected to them via a recommendation, and were happy at how easy they were to work with. Lots of frequent follow-up started to feel a little too much, but I would definitely recommend them to someone ready to purchase insurance.

Wallis and team were extremely patient… 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 team were fantastic Wallis and team were fantastic, patient and informative. They helped us every step of the way in making sure that we made the best decision for our family in terms of the type and size of our life insurance policies. We would certainly work with them again for any future financial planning needs

Wonderful and responsive team! Wallis and her team were incredibly helpful guiding my husband and me on the purchase of life insurance. They answered all of our questions and walked us through the whole process, including helping us decide how much coverage was best for us. I'm so grateful we found them; it made the entire process much less stressful!

Super Team! 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!