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Home > Personal Lines Home

Personal Lines


Personal Lines Quote Forms

Looking for coverage? Click any of the following links to submit a quote for quick, accurate and affordable rates.

Disability Insurance Quote Form
Health Insurance Quote
Life Insurance Quote Request Form
Long Term Insurance Quote Form

Personal Lines Information

Whitaker Financial Services also provides comprehensive planning in the areas of life, disability, long term care, Medicare & individual health insurance. All of our consultants are independent and not beholden to any insurance company. We don't work for the carrier, we work for you! Please let us know if you have questions or would like to schedule a free consultation with one of our advisors.

       
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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.