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Whitaker Financial Services
Phone Number (408) 286-3000
Fax Number (408) 286-3044
1276 Lincoln Avenue Suite 202
San Jose, CA 95125
Location Map & Driving Directions - Office Hours
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
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Whitaker Financial Services

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  • 1276 Lincoln Avenue, Suite 202
  • San Jose, CA 95125
  • (408) 286-3000
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*Patrick Whitaker offers securities using the following business name: Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC . 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