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Customer Ratings & Reviews for Whitaker Financial Services

8 Reviews | Leave a Review
Patrick was a great help to choose the right insurance services for our employees, a pretty tough job for a multi-state dynamic startup. I highly recommend his consultative services. Kudos

Pat is our benefits adviser and has been so for many years. He's a great guy and easy to work with. Pat helped us implement our medical, dental and vision plans and the process was extremely efficient. He is a subject matter expert and stays abreast of current insurance regulations. I highly recommend him. 

Patrick is very knowledgeable, but equally important, is extremely responsive to matters requiring his attention. I have known and worked with Patrick for over 20 years, and have found him to be an intelligent and conscientious service provider. I would highly recommend him.

Instead of merely selling insurance - like the rest -  Pat takes the  time to  understand  the particular needs of the businesses and individuals he serves to ensure that  they have the most appropriate coverage and benefits plan in place. Pat also has a deep understanding of the market and  provides his clients with a number of options  at various price points so they may select a product that fits their budget. Pat is an expert in all facets of employee benefits and insurance and has tremendous integrity. And he does it all with a personal touch and a smile. Whether you are in need of health, disability, life or other insurance, I highly recommend Pat and Whitaker Financial Services.


My law firm has used Pat to provide insurance services for the last 12 years. Each year Pat meets with us to help us plan for the next year. Pat has the flexibility and vision to help us navigate the very complex and changing insurance landscape. He also helped my wife and I set up a long-term care plan. Pat is a friendly guy and I am happy to recommend him.

Patrick is a customer focused, solutions based provider. Patrick has brokered our company's health care solutions since 2003 and has been great to work with. We keep throwing curve balls and Patrick keeps coming up with creative solutions to manage our costs while keeping the employees happy. His service extends not just to the company but to each of the employees. And he isn't just available at renewal time. Patrick responds promptly to service requests all year long. Patrick offers other services but doesn't force them on us. The employees and I love how accessible he is and how easy he is to work with.
I have been the health care coordinator for multiple companies for the last 3 decades and Patrick is easily one of the best brokers I have dealt with.

Patrick has been handling my organization's benefits for over 10 years. His attention to detail and customer focus is exceptional. He consistently provides professional and honest advice on plan renewals and options that have helped my organization grow and maintain a competitive level of benefits for our employees. I would not hesitate to recommend Whitaker Financial Services!

Who to call when you need insurance? Patrick Whitaker ! Whether it be for life or health, you’ll walk away knowing you got the best! Such a wonderful, caring man who for me at least always has the answers!

Whitaker Financial Services received a rating of 5.0 out of 5 based on 8 reviews on
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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.