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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Stacy Lee
GB

Highly recommend working with Above… Highly recommend working with Above Board if you want a clear, understandable and user-friendly approach to navigating the less than transparent world of insurance. I believe the team truly does have my best interest based on their questions for me and their responsiveness. They also went to bat for me when an insurance policy tried to lowball my life insurance value without my even having to intervene. Their initiative to advocate for me and their principles driving that initiative are why I recommend working with them without hesitation.

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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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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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Alex Speidel
GB

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!

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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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