AboveBoard Financial

246 5th Ave, Floor 5, 10001, New York, United States
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4.95
Based on 20 Reviews

5

95.00%

4

5.00%

3

0.00%

2

0.00%

1

0.00%
About AboveBoard Financial

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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Tina W
GB

Exceptional! Above Board Financial is reliable, transparent, and exceptional at providing clear explanations. I would strongly endorse their services to my friends and family. The team went above and beyond to help me get the best rates. I couldn't be happier.

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Maureen Vollmer
GB

Super helpful guidance Wallis and her team were exceptionally helpful during a long and somewhat fraught life insurance approval process. She helped answer questions and provided reassurance through every step of the process, and provided advocacy when warranted. There was no question too small, and she was always prompt at answering questions. I would have just gone without had I not worked with her and Above Board Financial.

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Newton
GB

Great experience Great experience! Wallis and Rachel were great to work with. They did a great job communicating to share information, give updates and help along the process. They navigated any challenges and always seem like they had your best interest in mind. I plan to use them again when I need to expand coverage for my family.

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elizabeth dodson
GB

If you have put off getting life… If you have put off getting life insurance due to the hassle involved, I highly recommend AboveBoard. I used them because they were recommended for exactly this reason: they are easy to work with and communicate with online. Every step of the process was clear. Team communciates via email and let you know when you have an action and when things are just chugging along. We are genuinly a bit time impoverished and are hard to reach during the week, and the AboveBoard was the right fit for us.

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The Gonzalez Family
GB

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

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