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Insuring Silicon Valley for over 30 years.

Our dedicated staff of insurance professionals are here to assist you in creating the right program for you and your company. With a vast knowledge of all the various carriers and plans, the Affordable Care Act and ERISA compliance, we are well equipped to produce the best benefit program to suit your needs. We will help you navigate through the sea of options and clarify any questions or concerns you may have along the way.

We’ve successfully served hundreds of customers and are determined to treat each client with respect and compassion. Creating a robust benefit program, keeping your plan compliant while paying close attention to the bottom line can be difficult, but our staff does all the work for you. Maintain your peace of mind knowing that you have selected a veteran agency with years of experience to support you.

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Securities offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Whitaker Financial Services are not affiliated. Additional products and services may be available through Patrick Whitaker or Whitaker Financial Services that are not offered through AIC. Securities products are limited to residents of California.

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

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.