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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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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Leigh Lutenski
GB

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

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Ted Boyer
GB

Passionate, integrity-led team made getting insurance easy Getting insurance coverage seemed daunting at first, but Wallis and the AboveBoard team instilled confidence in us every step of the way. I appreciated their knowledge and professionalism, ease of getting quotes, willingness to guide us and answer questions, and prompt responsiveness throughout the process. Furthermore, their team informed us of what to expect at each stage, so there were never any surprises. We always felt they had our best interests at heart, and working with the team was a joy.

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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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Noah Hendrix
GB

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.

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