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Whitaker Financial Services in San Jose

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Phone: +1 408-286-3000
Site: http://whitakerfs.com/
Opening hours
  • Monday:9 AM–5 PM
  • Tuesday:9 AM–5 PM
  • Wednesday:9 AM–5 PM
  • Thursday:9 AM–5 PM
  • Friday:9 AM–5 PM
  • Saturday:Closed
  • Sunday:Closed
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Total reviews rating 5

2 Reviews for Whitaker Financial Services 2024:

Review №1

2024-01-06 23:52:45

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.

Review №2

2017-09-12 18:31:52

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!