I cannot say enough positive words… I cannot say enough positive words about this team! They can work through any wrinkle or complexity with ease. They approach each case with zeal and creativity to maximize the benefits to the client.

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.

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!

Exceptional! Above Board Financial is reliable, transparent, and exceptional at providing clear explanations. I would strongly endorse their services to my friends and family. The team went above and beyond to help me get the best rates. I couldn't be happier.

Working with AboveBoard was great Working with AboveBoard was great. They were incredibly responsive, caught some issues in the process without me even knowing, and took care of us the whole way through. I would absolutely work with them again!