Everyone we worked with at AboveBoard Financial was extremely helpful. They provided lots of information, including helpful resources as answers to our many questions. They were extremely patient with... ãã£ãšèŠã
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I was a bit overwhelmed when I started my search for applying for life insurance, but the Rachel, Tabatha and Wallis at AboveBoard were there to easy my anxieties while guiding me through the process.... ãã£ãšèŠã
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... ãã£ãšèŠã
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... ãã£ãšèŠã
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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.
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246 5th Ave, Floor 5, 10001, New York, ç±³åœ
- concierge@aboveboardfinancial.com
- aboveboardfinancial.com
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Wallis and Rachel were easy to workâŠ
Wallis and Rachel were easy to work with, very responsive, helpful in answering all questions, and didnât make us feel rushed or silly for any of our questions or thoughts. I highly recommend working with them. Life insurance is already a very difficult topic and conversation to have, and they really simplified the process and made it as painless as possible.
Best possible experience
I knew I needed life insurance but I was too daunted by the process to get it done. AboveBoardâs team walked me through the entire process, answered all my questions and made me feel like I was in good hands. I recommend them to everyone I know that is looking for life insurance, and also to people who arenât looking yet. I sleep easier knowing that my family would be in good financial shape if something terrible happened to me.
Highly recommend AboveBoard Financial!
Wallis and Rachel are so knowledgeable and helpful, Iâd recommend them to everyone. They answered all my questions, are very responsive, respectful and helpful. I am really impressed with their services, and am very thankful they helped me through a confusing process worry-free! I had spoken to a few other companies prior to picking AboveBoard, but so happy I chose them.
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