Team was clear and responsive, and made the process as easy as possible. Would highly recommend to anyone looking for life/disability insurance.
Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere
Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere
Se, hvad kunderne siger
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... Se mere
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... Se mere
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... Se mere
Virksomhedsoplysninger
Skrevet af virksomheden
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.
Kontaktoplysninger
246 5th Ave, Floor 5, 10001, New York, USA
- concierge@aboveboardfinancial.com
- aboveboardfinancial.com
Bed kunder om at skrive en anmeldelse
Denne virksomhed inviterer sine kunder til at skrive en anmeldelse, uanset om den er positiv eller negativ
Sådan bruger denne virksomhed Trustpilot
Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.
Team was clear and responsive
Team was clear and responsive, and made the process as easy as possible. Would highly recommend to anyone looking for life/disability insurance.
Incredibly helpful at navigating a…
Incredibly helpful at navigating a complicated process and making our end fairly simple.
Great experience working with Wallis
I had a great experience working with Wallis and her team. Wallis is incredibly knowledgable about complex insurance cases and really takes the time to make sure every question is answered.
AboveBoard stuck with me through many…
AboveBoard stuck with me through many questions and underwriting steps on my journey to getting disability insurance.
Working with Wallis and her team on my…
Working with Wallis and her team on my life insurance was such a positive experience. From the beginning, Wallis was warm, patient, and incredibly knowledgeable. She took the time to understand my needs, clearly explained the different options, and helped me feel confident in my decision without ever making the process feel overwhelming or pressured.
Her entire team was responsive, professional, and a pleasure to work with. I also especially appreciated the opportunity to support a women-owned business that provides such thoughtful and personalized service. I would wholeheartedly recommend Wallis and her team to anyone looking for trusted and knowledgeable guidance on life insurance.
Simply Awesome!!
Wallis and her team made our experience finding the best insurance products to suit our needs easy and stress free. The AboveBoard team was there every step of the way and answered all of our questions. We would highly recommend!
A+ Excellent Experience
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 our slow progress and occasional pauses in the process— they were helpful and encouraging without ever being pushy or pressuring. What a fantastic, knowledgable, and friendly team!
I was a bit overwhelmed when I started…
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. They were helpful in answering any questions I had and helping me search for the plan that best fit my circumstances. I'd definitely recommend using them to anyone seeing life insurance.
10/10 Experience
AboveBoard was recommended to me by my financial advisor for finding a suitable life insurance policy. AboveBoard's platform is super intuitive, only delivered trustworthy options, and there were no aggressive sales tactics. More than that, for an automated platform, all email communication came from a team of legitimate representatives who were quick to respond and on top of my case.
I highly recommend their services!
Thank you AboveBoard! Amazing experience with attention and care
AboveBoard was amazing at helping us navigate the entire process of getting life insurance. From getting to understand our objectives, to finding the best quotes and vetting carriers, to the application process and physical exams and communicating with the carrier on my behalf, AboveBoard made it feel easy while giving me comfort I was doing the right thing. Would highly recommend to anyone!
Highly qualified and approachable partner
The AboveBoard Financial team is thoughtful and informative and overall a highly qualified, approachable partner that works with you to find the appropriate solution for your specific needs and objectives.
Reached out to AboveBoard at the…
Reached out to AboveBoard at the recommendation of my financial planner. They were easy to work with and helped us find good options for life insurance.
Working with Wallis was wonderful
Working with Wallis was wonderful. Her team was patient, responsive, and so professional.
Excellent service
Excellent service. Professional, patient, prompt and extremely knowledgeable of the products out there and what was the best fit for me and my family.
Very easy, friendly, and helpful
Very easy, friendly, and helpful! I used another broker many years back for short term disability insurance and this was so much smoother and honestly pretty painless this time around for life insurance.
Simplifying the complex
AboveBoard does a great job de-mystifying the disability insurance landscape. During a busy season of life for me, I can't imagine figuring it out without their help.
Dette er Trustpilot
Alle kan skrive en anmeldelse på Trustpilot. En anmeldelse er ejet af personen, som har skrevet den, og vedkommende kan derfor redigere eller slette den til enhver tid. En brugers anmeldelser bliver vist, så længe vedkommendes konto er aktiv.
Vi bruger en kombination af dedikerede medarbejdere og avanceret teknologi til at beskytte vores platform. Find ud af, hvordan vi bekæmper falske anmeldelser.
Læs om anmeldelsesprocessen på Trustpilot.
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Det kan påvirke TrustScoren, når man tilbyder incitamenter i bytte for anmeldelser, eller når man kun spørger bestemte kunder, og det er imod vores retningslinjer.








