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Home > Partners > Business Services

Business Services


Connect to HR
Michelle Mendoza is a great resource for your HR needs!(408) 768-1075
View more about Connect to HR >>
Sterling Administration
Sterling Administration handles the management of Health Savings Accounts, Health Reimbursement Accounts and Flexible Spending Accounts for our clients.(800) 617-4729
View more about Sterling Administration >>
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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 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.