Whitaker Financial Services

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

Recent Reviews for Whitaker Financial Services

I have had the honor of working with Patrick and his team in my capacity of VP of HR for North America. Patrick and the WFS team members are a dedicated source of partnership and communication to enable my management of employee benefits. Patrick was thorough, helpful, and at all times willing to go above and beyond the role of Representative to ensure my job remained as easy as possible, in addition to ensuring our employees needs and questions were met no matter how small or large, and with immediate response at any hour of the day/evening. Patrick is one of the most genuinely personable and professional individuals I have had the honor to be partnered with in my HR career and I would highly recommend Patrick and the WFS team, if your organization is looking for a great partner.

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.


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Services Offered
Disability Life
Health Long-Term Care