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.
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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.