Name: aboveboardfinancial.com
Telephone: 000000000
Rating: 5.0

Tyra Guest

Exceptional support for complex insurance needs

A heartfelt thank you to Wallis and the team at AboveBoard. They handled my complex insurance needs with precision, professionalism, and care. From design to execution, the guidance was proactive and detail-oriented—anticipating issues before they arose and keeping everything moving forward.This was a high-stakes process, and they delivered flawlessly. AboveBoard clearly combines deep technical expertise with a mission-driven, client-first mindset. It’s rare to find a team this sharp and genuinely committed.I’m grateful to be working with them—and even more grateful for the peace of mind they’ve helped create for my family.

Date of experience: Jul 25, 2025

Amber Adams Guest

9 months ago

Great service

AboveBoard Financial helped us get life insurance policies. They were easy to work with and very helpful! They made the whole process feel easy to navigate.

Date of experience: May 28, 2025

Randi Cooper Guest

10 months ago

The best service you could hope for

Wallis and the team went above and beyond to make sure I understood my options and knew how to respond when unexpected questions came up. They made the process easy and simple while giving me confidence that I was getting the best deal I could.

Date of experience: Apr 22, 2025

Colleen B. Guest

10 months ago

What I enjoyed about AboveBoard…

What I enjoyed about AboveBoard Financial:- always responded timely to emails and inquiries- patient when answering questions about various plans and options - proactive in providing different solutions and needs. - personal touch and you know they care and want you to have the best plan- not pushy at all

Date of experience: Apr 08, 2025

MC20 Guest

11 months ago

Fantastic guidance through an opaque…

Fantastic guidance through an opaque system. They really helped make everything clear, walked me through my options, and found the right program for me. Pleasant, courteous, informative. Very highly recommended.

Date of experience: Apr 03, 2025

Zekrom35 Guest

11 months ago

The Best!

This company really care and take the time to get you the best life insurance. The CEO Tsai and everyone is very knowledgeable and reliable. I'm so grateful and definitely recommend.

Date of experience: Mar 05, 2025

AB22 Guest

1 year ago

Spent a lot of time educating

Spent a lot of time educating, advising, and helping through a process that we all only do a couple of times in our lives...

Date of experience: Jan 15, 2025

Ingram Guest

1 year ago

Great, Knowledgeable Team

Overall knowledgeable, friendly, and competent folks. Constructive criticism would be after the intro call with Wallis, would have been better to get a verbal heads up that she wouldn’t be lead client contact moving forward. Otherwise a great experience, good insurance rate and got assisted through a complex process with a great outcome.

Date of experience: Dec 27, 2024

CW56 Guest

1 year ago

What a positive experience!

Getting life and LTD insurance is...not fun. Wallis and her team did an incredible job of pestering us when we needed to be pestered, explaining everything in as much or as little detail as we wanted, and really putting the time in to get this done in a way that worked for us. I don't remember the last time I wrote a review of something like this, but i felt the need to sing her praises!

Date of experience: Nov 07, 2024

Chandos Guest

1 year ago

Wallis and team were awesome throughour…

Wallis and team were awesome throughour the enitre process, transparent about the pros and cons of each policy type and value we were considering. Would highly recommend!