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

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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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Nathan M.
GB

Super Team! Wallis and her team are on top of it! We were always in the know about our quotes, application process, and what to do after it was all approved. I'm very happy to be working with AboveBoard Financial and I would recommend them to anyone!

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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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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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Leigh Lutenski
GB

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

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Newton
GB

Great experience Great experience! Wallis and Rachel were great to work with. They did a great job communicating to share information, give updates and help along the process. They navigated any challenges and always seem like they had your best interest in mind. I plan to use them again when I need to expand coverage for my family.

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