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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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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Avi Vichniac
GB

Wallis and team were great to work… Wallis and team were great to work with. They spend the time to listen to me and best understand my specific use case. They shopped around to get me a competitive price and were very responsive to all my questions.

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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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Maureen Vollmer
GB

Super helpful guidance Wallis and her team were exceptionally helpful during a long and somewhat fraught life insurance approval process. She helped answer questions and provided reassurance through every step of the process, and provided advocacy when warranted. There was no question too small, and she was always prompt at answering questions. I would have just gone without had I not worked with her and Above Board Financial.

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