AboveBoard Financial

246 5th Ave, Floor 5, 10001, New York, United States
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4.95
Based on 20 Reviews

5

95.00%

4

5.00%

3

0.00%

2

0.00%

1

0.00%
About AboveBoard Financial

AboveBoard 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.

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Aditya L
GB

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.

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Kassy Morris
GB

Expert. Patient. Approachable. Effective. Wallis and her team were so patient, kind and expert in their advice. As a newbie to this kind of product, Wallis took the time to explain everything to me in terms I can understand both at the start of our discussions, and even today, after I have my policy in place. Her team was open to running though different scenarios with me so that I could really envision possible realities where I needed this sort of coverage. And then as my life got very busy, and I got very behind, they kept me on track with reminders, offers for support and quick response times to my questions. I feel very safe in the hands of Wall and the AboveBoard team! I also really enjoyed connecting with them - they're all so personable and approachable about these topics.

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Jodie Haak
GB

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.

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Lauren K
GB

Best possible experience I knew I needed life insurance but I was too daunted by the process to get it done. AboveBoard’s team walked me through the entire process, answered all my questions and made me feel like I was in good hands. I recommend them to everyone I know that is looking for life insurance, and also to people who aren’t looking yet. I sleep easier knowing that my family would be in good financial shape if something terrible happened to me.

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Kate
GB

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!

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