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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Leigh Lutenski
GB

Great experience! Wallis and her team were incredibly responsive and gave us excellent and detailed advice.

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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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The Gonzalez Family
GB

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

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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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elizabeth dodson
GB

If you have put off getting life… If you have put off getting life insurance due to the hassle involved, I highly recommend AboveBoard. I used them because they were recommended for exactly this reason: they are easy to work with and communicate with online. Every step of the process was clear. Team communciates via email and let you know when you have an action and when things are just chugging along. We are genuinly a bit time impoverished and are hard to reach during the week, and the AboveBoard was the right fit for us.

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