Whitaker Financial Services

1276 Lincoln Avenue, San Jose, CA 95125

● Closed

5 2

Location & Phone number

Hours open

About Us

Reviews

About the Business

Whitaker Financial Services is a reputable finance and insurance agency located at 1276 Lincoln Avenue in San Jose, California, United States. With a team of experienced professionals, we provide a wide range of financial services to meet the needs of our clients. Whether you are looking for investment advice, insurance coverage, or retirement planning, our experts are here to help you navigate the complexities of the financial world. Trust Whitaker Financial Services to help you secure your financial future.

Location & Phone number

Directions

1276 Lincoln Ave UNIT 202, San Jose, CA 95125, United States

408-286-3000

whitakerfs.com

Call Website

Hours open

Monday:

9:00 AM - 5:00 PM

Tuesday:

9:00 AM - 5:00 PM

Wednesday:

9:00 AM - 5:00 PM

Thursday:

9:00 AM - 5:00 PM

Friday:

9:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

Reviews

Martin Schlenker:

"The team at Whitaker helped educate me about my company healthcare plans, and gave me confidence to go with an HSA plan. I am so happy with my plan and thank you to Whitaker."

1 year ago

Michelle Hoover:

"Whitaker Financial Services has been in business for over 27 years and is a fantastic option if you are looking for PERSONALIZED service for group health benefits. Many smaller insurance brokers have been eaten up by larger organizations, which eliminates the personal connection, service and supervision of corporate accounts. Pat and his team of experts really go out of their way to ensure your company is compliant in all areas, and that you are offering the most cost effective yet beneficial insurance options for your employees. If you are an employer of a small to medium sized business, you should definitely contact them today for an overview of your current benefit program to make sure it is compliant, and competitive. Highly recommend!"

more 7 years ago