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Whitaker Financial Services Home Page
  

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. We will assist you utilizing our years of experience to support you in this process.

                   
                                                                            
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  • 1276 Lincoln Avenue, Suite 202
  • San Jose, CA 95125
  • (408) 286-3000
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*Patrick Whitaker offers products and services using the following business names: Whitaker Financial Services - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC - securities and investments. AIC is not affiliated with Whitaker Financial Services or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. 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 representative. Read it carefully before you invest or send money. A representative 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.