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Patrick WhitakerWhitaker Financial Services (WFS) is dedicated to providing our clients with the highest level of service and experience. It is this commitment that has made us one of the most respected agencies in Silicon Valley. We have been building long-lasting, successful relationships with our clients for over 20 years.

Whether you are seeking individual life or health insurance, or searching for the right group benefits package for your company, our agency is ready to help. For assistance, please use our website, send us an email, or give us a call.

WFS has created an online approach to assist with employee benefits administration and communications. By providing information about your employee benefit plans, WFS will create a secure, password-protected web site for your employees.

With My Employee Benefits, employees can review their benefits, download applications, enroll in their plans, update personal information, request ID cards, search for contracted providers, change their primary care physicians and receive answers to commonly-asked questions 24 hours a day, 7 days a week.

A representative from Whitaker Financial Services will contact you to provide requested information.

Securities offered through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Whitaker Financial Services are not affiliated.
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of California. 
Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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Location

1276 Lincoln Avenue
Suite 202
San Jose, CA 95125
(408)286-3000
(408)286-3044 FAX