Whitaker Financial Services

8 Reviews | Leave a Review
1276 Lincoln Avenue Suite 202
San Jose, CA 95125
(408) 286-3000

Recent Reviews for Whitaker Financial Services

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

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!

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.


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.


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. 

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Services Offered
Disability Life
Health Long-Term Care