Team was clear and responsive, and made the process as easy as possible. Would highly recommend to anyone looking for life/disability insurance.
Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon
For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon
Se hva andre synes
A friend recommended AboveBoard Financial and I'm so glad they did! They were a pleasure to work with - they really listened to our needs and helped us figure out life insurance and long term disabili... Vis mer
Wallis and team were fantastic, patient and informative. They helped us every step of the way in making sure that we made the best decision for our family in terms of the type and size of our life i... Vis mer
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... Vis mer
Informasjon om virksomheten
Skrevet av virksomheten
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.
Kontaktopplysninger
246 5th Ave, Floor 5, 10001, New York, USA
- concierge@aboveboardfinancial.com
- aboveboardfinancial.com
Ber kundene om å skrive anmeldelser
Denne virksomheten oppfordrer kundene til å skrive anmeldelser, enten positive eller negative
Slik bruker virksomheten Trustpilot
Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.
Great experience!
Wallis and her team were incredibly responsive and gave us excellent and detailed advice.
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.
Integrity and diligence are the two…
Integrity and diligence are the two words that come to mind when thinking of Wallis and her team. Highly recommend!!
This is a great service
This was a no hassle experience. They took care of the things I did not have time to do.
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.
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.
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 great to work…
Wallis and team were great to work with. They spend the time to listen to me and best understand my specific use case. They shopped around to get me a competitive price and were very responsive to all my questions.
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!
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.
Personalized attention
Personalized attention, clear directions and support, and a hassle-free process with people who have your back.
Wallis and her team were helpful and…
Wallis and her team were helpful and responsive from the start of the process through the finish. They walked us through multiple insurance options and helped us decide on the best plan for us. They kept us updated throughout the process on the timeline and what to expect next. We had a great experience and would highly recommend Above Board Financial!
Grateful
I feel so grateful to have found AboveBoard. The search for life insurance is daunting and stressful and I felt very confident that I was receiving the best advice available from Wallis and the team. I highly recommend their services.
World Class Experience
Wallis has tremendous expertise.
Wallis is an amazing communicator. She truly seeks to understand unique situations and provide personalized solutions.
Wallis and team are seamless in follow up execution.
I would give a million stars if i could.
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.
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.
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.
Great service and team!
The team at AboveBoard Financial was very helpful in the life insurance buying process. They explained what to expect, what the options were and kept us informed along the process.
Excellent customized care
They offered customized advice based on our situation. The team was able to provide prompt followup and were extremely supportive.
Dette er Trustpilot
Alle kan gi tilbakemelding på Trustpilot. De som skriver en anmeldelse, har rett til når som helst å redigere og slette den. Enhver publiserte anmeldelse er synlig så lenge en tilknyttet konto er aktiv.
Vi har et eget team og smart teknologi som beskytter plattformen vår. Finn ut hvordan vi motvirker falske anmeldelser.
Lær om anmeldelsesprosessen på Trustpilot.
Verifisering kan bidra til å sørge for at anmeldelsene du leser på Trustpilot, er skrevet av faktiske personer.
Det kan gi en skjev TrustScore å tilby belønning for eller be bare enkelte kunder om å skrive en anmeldelse, og dette går imot retningslinjene våre.








