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
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Sådan bruger denne virksomhed Trustpilot
Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.
Dedicated, Knowledgable, and Personalized Support - Highly Recommend!!!
AboveBoard Financial provides dedicated, knowledgeable, and personalized support for getting health and/or disability insurance that is right for you. I’ve used Aboveboard to get health and disability insurance when my son was first born and I was very pleased with the quotes I ultimately received and my policy package. Most of all I appreciated the patience they had to walk me through any and all questions of the policy such that I could be confident the insurance I ultimately received met all the needs of my family. I highly recommend AboveBoard Financial!!!!
Fantastic
Fantastic, seamless service. The aboveboard team helped us navigate the world of insurance providers super easily, giving us some great advice on how different policies and providers differed! Would highly recommend
Seamless, prompt, friendly, no-cost guidance for life insurance!
Really how appreciate Wallis and Rachel guided me through a process that, let's be honest, NO ONE likes to do, and they made it a breeze! They hopped on the phone to explain the process (no charge for the consultation!), ushered me through every step of the application, shielded me from as much foolishness from the insurance companies as possible, gave me tips on reducing my premium, sent gentle reminders to keep me on track, and issued a concise, easy-to-understand summary of my final policy once everything was tied up in a bow. And special hats off for helping this pregnant lady navigate a process that definitely discriminates against preggos! Would highly recommend this company to anyone thinking about life insurance - so much so that I've got my husband signing up next.
Amazing company!
Above Board Financial was amazing to work with for our life insurance. They helped us navigate the process, including finding solutions to any difficulties we encountered along the way. We are very happy with the results and with the process.
Wallis and team were fantastic
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 insurance policies.
We would certainly work with them again for any future financial planning needs
I felt like AboveBoard was really…
I felt like AboveBoard was really looking out for me and tried to make this process as easy as possible!
Expertise and approachability
Wallis and Rachel provided excellent and timely communication through my process of purchasing life insurance. They worked with me to maximize the coverage that made sense for me while keeping my budget in mind. They also helped me navigate less straightforward questions about my outdoor recreation (climbing, skiing) on my application. Most importantly, I felt cared for and secure. I often feel anxious about my finances, and Wallis and Rachel's expertise paired with their approachability made the process smooth and stress-free - something I had not yet experienced when addressing my financial health. I highly recommend AboveBoard Financial.
AboveBoard Financial
AboveBoard Financial has been very helpful with my life insurance needs. Information was presented in a clear, easy to understand format without feeling pressured. Lines of communication was always clear.
AboveBoard provides excellent service…
AboveBoard provides excellent service and thoughtful advice that comes from a mountain of experience.
Excellent service and information!
We received such great support and information from AboveBoard Financial. I've rarely received such a great breakdown of our options for any service, and I really felt taken care of. Thanks for taking care of us!
As someone who is not financially savvy…
As someone who is not financially savvy and was not in the habit of thinking about a will, insurance, retirement, etc., I was really blown away by Wallis and her team's ability to be so thorough with my options. The AboveBoard team was incredibly responsive, professional, and gave me and my family the piece of mind we needed. Highly recommend!
Save your headache ... Call Wallis!
I recommend all of my friends and family to Above Board! I literally hand out the info whenever I meet a pregnant couple and ask them if they have life insurance. Very simple process, very accessible, and make so much sense.
AboveBoard went above and beyond
AboveBoard went above and beyond to help me with life insurance. I had an unexpected issue come up in my medical records during underwriting and they spent extra time to help me try to resolve it and think through my options. Excellent service, extremely knowledgeable and trustworthy.
The team was so helpful and responsive…
The team was so helpful and responsive in getting us set up with a good deal for life insurance during pregnancy. They were able search around to find us good rates despite our climbing hobby.
Wallis and team were eminently helpful
Wallis and team were eminently helpful, professional, patient, and reliable throughout the entire process. I so appreciated their expertise and guidance, and recommend them to everyone I know looking for life insurance. Best possible route we could have taken to get it!
High recommend
Wallace and team really listened to my concerns and took the time to answer all my questions. AboveBoard are incredibly easy to work with and I can always count on transparent financial recommendations with my family’s best interest in mind!
wallis and team were great!
awesome service with AboveBoard Financial
My wife and I used AboveBoard Financial to evaluate our prior insurance coverages and needs. We ultimately purchased additional Life Term Insurance. for our family (2 working parents + 3 young children). AboveBoard's service is fantastic, very thoughtful, but most importantly they present the highest quality products at the lowest costs without upselling. Additionally, they approached my needs as if it were their own without any pressure you normally find with other competitors. I would highly recommend to everyone.
Great service and thoughtful advice
Great service and thoughtful advice. I would highly recommend esp. if you are not getting clear or conflicting information. Aboveboard helps you make the right decisions for you and your family.
Wallis and team are awesome
Wallis and team are awesome - they thoughtfully answered all my questions about life insurance. They made great suggestions to help me navigate and were always available if I needed to schedule another short call. Even in the midst of COVID the team was really calm, patient and helpful.
Highly recommended - was really a big relief to work with a "partner" like AboveBoard who was helping me (versus selling to me). And a big relief to make sure the family is secure in the event something happens to me unexpectedly.
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.








