This broker/brokerage has limited or growing experience across industries, employer sizes and products with a M Score rating above 2.5 stars. Ensure this broker has capability and expertise in your size and industry.
5.0
2 Reviews
Whitaker Financial Services, situated in San Jose, CA, stands as a trusted insurance broker with a strong local presence and a commitment to optimizing employer benefits for businesses in the region. Specializing in medical and ancillary benefits, this office location boasts substantial expertise in catering to the unique needs of both local and regional employers.
One notable testament to their proficiency is their successful collaboration with Blueprint Test Preparation, a prominent player in the educational services industry based in California. Managing benefits for over 100 participants at Blueprint Test Preparation, Whitake...see more
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Must have multiple clients with high benefit ratings in the industry to qualify
Reviews for Whitaker Financial Services - San Jose, CA
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