Only if you want, we can put you in touch with a broker who has passed our rigorous screening process (aka someone we feel confident knows what they're doing and does it ethically) -- that's entirely at your option. We're adamantly consumer-first!
Keep the momentum going! You can get this done!
Wallis is the Founder & CEO of AboveBoard Financial, a company reinventing investment advice and insurance with revolutionary transparency and honesty. Wallis spent over 10 years at Goldman Sachs as an investment banker and hedge fund investor in financial institutions. She founded AboveBoard to cut through the BS and present important choices with clarity and compassion. Wallis lives in New York City with her husband and two young children.
