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!

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 at AboveBoard Financial… Wallis and team at AboveBoard Financial helped me find long-term disability insurance. They worked tirelessly to find and advocate for the best possible option for my situation. They helped me understand the various plan features and what made sense for me. I enjoyed working with them and highly recommend them.

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.

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.